SALT's integration with Gaya AI is designed to save you time and streamline your workflow. With Gaya AI’s Super Copy/Paste browser widget, client data collected through SALT can now be auto-filled into carrier web forms, eliminating repetitive manual data entry and boosting efficiency.
This integration enables specific data points collected through SALT to flow into Gaya AI, providing intelligent insights, predictive analytics, and seamless lead and opportunity management.
How It Works
A prospect fills out your SALT form.
The prospect data can then be sent manually or automatically from SALT to your Gaya AI account.
Gaya AI processes the prospect data, making it available for Super Paste into carrier forms.
Use the Super Copy/Paste browser widget to autofill web forms with client details instantly.
Connecting SALT & Gaya AI
[Activate Gaya AI Integration]
Contact Gaya AI to receive your unique Gaya Hook URL.
Navigate to the Integrations section in SALT.
Toggle the switch on the Gaya AI card or tap Connect.
Enter your Gaya Hook URL.
SALT will sample data to test the connection.
Once verified, the integration will be activated, and you’re ready to start!
Utilizing the Integration
[Syncing Data to Gaya AI]
Navigate to your Submissions section.
Open the SALT submission you want to manage.
Navigate to the LOB (Line of Business) tab.
Scroll to Third-party Integrations and select Gaya AI.
Select Submit Data Now.
Super Copy/Paste Browser Widget
Once the prospect data is in your Gaya AI account:
Open any carrier web form.
Use Gaya AI’s Super Copy/Paste widget to autofill the form with client data instantly.
This feature eliminates manual data entry, saving you time and reducing errors.
Auto-Sync
By default, prospect submissions work just like agent submissions, needing to be manually synced.
You can optionally enable auto-sync (as pictured below) to have completed prospect submissions automatically sent to Gaya.
By leveraging SALT’s integration with Gaya AI, you gain access to advanced tools for smarter lead and opportunity management, while Gaya AI’s Super Copy/Paste widget takes care of repetitive data entry tasks.
Ready to get started? Activate the Gaya AI integration today!