Connect B2cor CRM integrations
Convert incoming leads into policyholders by connecting B2cor CRM to centralize client profiles, call histories, and sales documents. Integrating your pipeline with our workflow automation tool lets you instantly trigger SIMP simulation quotes and update deal stages. Sign up for a free Make account today to increase your team's sales closing rates.
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B2cor CRM
Discover the benefits of integrating B2cor CRM with Make
Connect B2cor CRM with Make to automate lead imports and sync your client databases. This powerful integration eliminates repetitive tasks, saving your team valuable time while boosting overall productivity.
Automated lead importing
Instantly send leads from social media, landing pages, or contact forms directly into B2cor CRM without manual data entry.
Effortless document generation
Instantly create customized insurance proposals and contracts using client data pulled directly from your CRM.
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Real-time client notifications
Automatically trigger personalized emails or text messages to clients the moment their insurance policy status updates.
Synchronized team tasks
Automatically assign follow-ups in your project management tools or calendar whenever a deal progresses in B2cor.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.