form response Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Slack Notification Integration Use case

Anjali Kapadia — Mon, 11 Jul 2022 08:56:32 +0000

Through Slack notification, you can pass on the information of a new lead created through InsuredMine forms among your team members. This will help you have instant access to the information and be able to pass it to the whole team in one go!

Currently, this feature is applicable for Texan insurance.

Quick view of the process

Form Sent- Form Filled and Submitted- New Deal is Created- Integrate InsuredMine account and Slack through Zapier- Notification through Slack

To access this feature, you need to have Slack and InsuredMine integrated through Zapier.

Zapier Integration between IM and Slack

To view the Enhancement, navigate to Form Automation and enable the Create Deal card option under Pipeline Settings. This will help you automatically create a new deal card whenever a form will be submitted. Then you will need to select the Pipeline name and stage where you want the deal card to be created.

To check the elaborate process, verify:

Map Deal Card and Contact Items from the Form

Once a form is sent to a prospect and he/she submits the form with all data filled, the deal card will be created based on the data that will be fetched from the form.

Now to send the notification to your team through Slack for the new lead data that came into your CRM, you need to link Slack through Zapier.

How to integrate through Zapier:

https://www.insuredmine.com/knowledge-base/zapier-integration/

The process to integrate Slack through Zapier:

Trigger: The source of information (New Deal Card in InsuredMine)

Select New Dealcard under Trigger Event

Select your InsuredMine account under Choose account

Set up the Trigger and select the Agent Role, and the Pipeline

Action: Where the information will be posted (Send channel message in Slack)

Choose the app as Slack
In Action Event, select Send Channel Message
In Choose Account, select the Slack account associated to you

In Set up action, select Zapier as channel
The Message Text will be displayed below
Select yes to send as a bot

Once complete, you will receive a notification saying a Channel message was sent to Slack.

The data from the new deal card will be broadcasted in your channel

The post Slack Notification Integration Use case appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Email notification for user response: Forms

InsuredMine — Mon, 25 Apr 2022 09:46:17 +0000

You will receive a notification email as an agent with the subject “You got a new response from Response Form” when a form is filled by the user. All the details entered by the user are available in the email message. You can directly view the complete form by clicking on the View Response button in the email.

Make sure your work email id is connected with Insuredmine to receive the notification.

The post Email notification for user response: Forms appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to view Form response?

InsuredMine — Sat, 30 Jan 2021 09:43:28 +0000

The view response enables you to quickly access the record entities filled by the users on your forms. A click on the view button displays the entire list of responses related to the specific form. You do not need to navigate to a different module to see the information needed to do your work.

Steps to view response:

Navigate to the Form module
Click on the Forms List
Click View under the View Response column for a particular form
A panel from the right will open where you can find the entire list of who has responded to the form. To download the list click on download CSV.

Click on the view button to view the form and access all the details of Form response entries.
To download the form click on download PDF.

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