InsurGrid Zapier Guide

Insurgrid Zapier Guide for integrating with various CRMs etc

Automate your agency workflows using InsurGrid and Zapier — no code, no API keys required.

Connect InsurGrid to Google Sheets, EZLynx, HawkSoft, AMS360, BetterAgency, HubSpot, Slack and 5,000+ other apps to streamline submission intake, document tracking, policy extraction, and renewal workflows.

What You Can Do With Zapier

  • Push new client submissions into CRMs and Agency Management Systems

  • Automatically log extracted policy data into spreadsheets

  • Create tasks for missing documents

  • Trigger follow-up emails and Slack alerts

  • Organize renewal timelines and identify cross-sell opportunities

  • Build reports using Google Sheets or BI tools

  • Automate workflows without engineering or API setup

How to Connect InsurGrid to Zapier

InsurGrid uses OAuth authentication — no API keys needed.

1

Connection Steps

  • In Zapier, go to My Apps

  • Search for "InsurGrid"

  • Click Connect

  • Log in using:

    • Email and password, or

    • Continue with Google

That's it — you're connected.

Available Triggers

Real-time events Zapier can listen to:

Trigger
When It Fires

New Client Submission

Client completes an InsurGrid Link

New Document Uploaded

Insured uploads PDFs or images

New Policy Extracted

AI extraction engine processes a document

Client Updated

Client information changes in InsurGrid

Popular Zap Templates

1

Send Extracted Policies to Google Sheets

Trigger: New Policy Extracted Action: Google Sheets → Create Row

Use cases:

  • Renewal tracking

  • Cross-sell sheets

  • Daily activity logs

  • Carrier premium reports

2

Create EZLynx Leads

Trigger: New Client Submission Action: Email by Zapier → Send to EZLynx Zapier APP

3

Sync Clients to HubSpot

Trigger: New Client Submission Actions:

  • HubSpot → Create/Update Contact

  • HubSpot → Create Deal

  • Add Tag "InsurGrid Intake"

4

Notify Team on Slack

Trigger: New Document Uploaded Action: Slack → Send Channel Message

Example message:

Integration Guides by Platform

Google Sheets (Most Popular)

Use Cases:

  • Policy logs

  • Renewal pipelines

  • Commission reporting

  • Daily dashboards

1

Setup

  • Create a Google Sheet with column headers

  • Trigger: InsurGrid → New Policy Extracted

  • Action: Google Sheets → Create Row

  • Map fields:

    • Name, Email, Phone

    • Policy Type, Carrier, Premium

    • Effective Date, Expiration Date

    • Document URLs

2

Pro Tip

Use "Find Row + Update Row" to maintain a single row per client.

AMS360

AMS360 also lacks a Zapier app. Agencies use:

1

Email Intake

InsurGrid → Zapier → Email → AMS360 inbound mailbox

2

CSV Import

InsurGrid → Google Sheets → CSV → AMS360 Import Manager

Commonly mapped fields:

  • Contact details

  • Renewal dates

  • Personal lines policies

  • Carrier + premium data

BetterAgency

BetterAgency has native Zapier support for clean syncing.

Setup:

  • Trigger: InsurGrid → New Client Submission

  • Action: BetterAgency → Create/Update Contact

Fields to map:

  • Client name, email, phone

  • Line of business (LOB)

  • Renewal date, premium

  • Lead source: "InsurGrid"

HubSpot

Common Workflow:

  1. Trigger: New Client Submission

  2. Actions:

    • HubSpot → Create/Update Contact

    • HubSpot → Create Deal

    • Add tags/stages:

      • Intake

      • New Submission

      • Renewal

      • Cross-sell

Optional: Attach InsurGrid document URLs inside Deal Activity.

Slack

Example Workflow:

  • Trigger: New Document Uploaded

  • Action: Slack → Send message

  • Channel: #submissions or #renewals

Message template:

Field Mapping Reference

InsurGrid Field
Description

client_name

Full name

email

Client email

phone

Phone number

address

Full address

policy_type

Auto / Home / Umbrella / Other

carrier

Carrier name

premium

Annual premium

effective_date

Policy start date

expiration_date

Policy end date

documents

URLs to uploaded files

producer_name

Assigned agent/CSR

Troubleshooting

Zap not triggering?

  • Ensure the InsurGrid Link has a completed submission

  • For policy triggers, confirm document extraction is complete

  • Re-authenticate InsurGrid inside Zapier (My Apps → InsurGrid → Reconnect)

Google Sheets errors

  • Sheet must have column headers

  • Avoid merged cells

  • Worksheet name must match exactly in Zapier action

1

Duplicate clients

Use Zapier's built-in logic:

  • Search Step → "Find Contact"

  • Then: "Create Contact if Not Found"

Best Practices

  • Name Zaps clearly — Example: "InsurGrid → Sheets (Auto Policies)"

  • Add filters to route by policy type — Example: Only trigger if policy_type = "Auto"

  • Use Google Sheets as a staging area — Sync to Sheets first, then push to AMS to reduce errors

  • Link to documents instead of sending files — Use InsurGrid's document URLs rather than attaching files

Support

Need help with Zapier integration?

  • Email: [email protected]

  • Docs: https://docs.insurgrid.com/integrations/zapier

  • Zapier Template Library: https://zapier.com/apps/insurgrid/integrations

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