SALT has integrated with Zapier to offer you more customization, and ease of data transfer. 🔁 This means all data SALT collects on your behalf is now capable of being "triggered" (sent to Zapier), and then bridged over to a variety of external locations (e.g. AMS, CRM, email, Slack messages, etc.).
Our Zapier Integration is free to use, and while Zapier does offer paid tiers, you can get started by setting up an account on their FREE tier here.
Once you've set up your Zapier account,
Log into SALT > Navigate to the Integrations tab > Under Zapier, tap Configure.
[Tip: Copy the "Agency ID" provided as you'll need this for step 6.]
Select Accept Zapier Invite (green button below), which will direct you to Zapier's website. Select Accept Invite & Build a Zap (orange button below).
Tap Create > New Zap, select "1. Trigger," and search for "SALT Insure."
Select SALT Insure and tap the Choose an event dropdown, which will display all of the possible events/triggers available for use when building out your Zaps.
[Tip: You can find a full list of available triggers at the bottom of this article.]
Select the event you'd like to configure and click Continue.
Tap Sign In and paste your Agency ID into the provided field in the pop-up window. [Tip: If copy/paste didn't work, you can go back to SALT > Integrations > Zapier > Configure to retrieve the Agency ID.]
Once you've entered the Agency ID, tap Yes, Continue to SALT Insure (1.0.0), and select Authorize.
This completes the setup process, and your SALT <-> Zapier accounts should now be authenticated and connected. 🔗
Continue the process of bridging info from SALT to another platform (i.e. Agency Zoom, Slack, etc.) by tapping "2. Action" and configuring settings for that platform.
We know this is a lot of information. As such, we've created these short tutorial videos to walk you through the process step-by-step. 📽️
Creating a new "Zap" to bridge info from SALT <-> Zapier <-> Another Platform
FAQ/Troubleshooting
FAQ/Troubleshooting
Accepting the invite within SALT and Zapier's websites does not complete your setup; it'll simply make SALT available as an app to be used with Zapier. To continue setup, you'll need to Create a New Zap within Zapier (reference steps 3-5 above).
Most SALT agents send data like Name, number, email, and address;
You may encounter issues if you attempt to send data like VIN, DL#, etc.
Be sure when entering your "Agency ID," you don't use a "Form ID" by mistake. Your Agency ID can be found within SALT > Integrations > Zapier > Configure.
SALT <-> Zapier is an indirect integration, so while we're happy to help when we can, please note that there's limited support available for this from our end. Please contact Zapier support for issues outside of SALT's jurisdiction.
SALT's available "Zap" triggers
SALT's available "Zap" triggers
contact.createdcontact.updatedform.progresssubmission.createdsubmission.completesubmission.assignment.changesubmissions.tag.changesubmission.sent_to_ratersubmissions.document.addedsubmissions.status.change
Connect SALT <-> 'Agency Zoom' via Zapier
Connect SALT <-> 'Agency Zoom' via Zapier
While SALT does not have a direct integration with Agency Zoom, you can go through the steps provided in this article to set up a "Zap" through Zapier that'll be triggered once a submission has been completed.
This will allow you to link SALT to Agency Zoom through Zapier, using the available Zap triggers listed above.
[Sample] Zapier Payload Data for New Submission
[Sample] Zapier Payload Data for New Submission
Tap this link to access a sample Zapier Payload for a new SALT submission. This will help you to locate specific attributes that can be used to build "Zaps/triggers" to bridge data from SALT <-> Zapier <-> other platforms (CRM, Slack, etc.).