The LULA Team is excited to announce that integration capabilities are now available for GAIL through Zapier. This marks the beginning of our rollout for integrations.
While we’re thrilled to offer integration capabilities through Zapier, we’re also working diligently on providing you with the ability to integrate directly with your favorite apps without the need for third-party platforms like Zapier. Hang tight – exciting developments are on the horizon!
If you already have a Zapier account, here are some of our own helpful tips for you on getting started:
For those unfamiliar with Zapier, what is it?
Zapier is a powerful automation tool that connects your favorite apps and services, allowing them to work together seamlessly. It’s like having a virtual assistant that moves information between your apps automatically, so you can focus on what matters most. For insurance agency owners, Zapier is particularly useful because it streamlines processes, saves time, and enhances productivity by automating repetitive tasks across various platforms.
How will integrating with Zapier will improve your GAIL experience?
With this integration, you can connect GAIL with some of the most popular apps in the insurance world including: AgencyZoom, EZLynx, NowCerts, Salesforce, Hubspot, Outlook, InsuredMine, WhatsApp, Twilio, Gmail, Google Sheets, Calendly, and many more! This opens up a world of possibilities, such as having GAIL automatically:
- Push qualified leads into your CRM
- Create Tasks, Notes, and Service Requests in your CRM/AMS
- Schedule appointments/call backs for you
- Send emails and SMS
- Update customer information across platforms
- and much more!
However, it is essential to note that in order to integrate Zapier with GAIL, you will need to have your own Zapier account. If you don’t have one yet, check out Zapier’s pricing plans.
Excited to learn more? Check out our webinar on Mastering GAIL Integration with Zapier: A Step-by-Step Guide.
We’re excited about this new chapter in our journey towards offering integrations with GAIL, and we can’t wait for you to experience the benefits firsthand.
Haven’t begun using GAIL yet? Get Started!
