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.

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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

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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.

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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

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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:

📄 John Doe uploaded 3 documents. Policy extraction complete.

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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.

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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

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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"

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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.

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Slack

Example Workflow:

• Trigger: New Document Uploaded

• Action: Slack → Send message

• Channel: #submissions or #renewals

Message template:

John Doe added Homeowners dec page. Policy extraction complete.

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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

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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"

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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

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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