If you’re using Canopy Connect to collect your insurance prospect’s policy data, you already know how valuable that information is. But what happens after they submit the form?

Without automation, you’re left copying and pasting data or manually importing contacts into your CRM. 😩
That’s why we recommend integrating Canopy Connect with Agent CRM using Zapier—so that every time a lead submits their Canopy form, their info automatically flows into your CRM and triggers follow-up automations.

Let’s walk through how to make this happen in a simple, step-by-step guide.

✅ Step 1: Set Up Your Canopy Connect Form

First, you need to have your Canopy Connect form ready to share with your prospects.

  • Log in to your Canopy Connect account.

  • Navigate to your client-facing form link.

  • Customize your form settings if needed (e.g., carrier preferences, required fields).

  • Copy the form link. This is what you’ll send to your leads via text, email, or on your website.

💡 Pro Tip: Use Agent CRM’s SMS automations to text your Canopy Connect link to your upcoming appointments!

✅ Step 2: Set Up Your Zapier Account

To connect Canopy Connect and Agent CRM, you’ll need to use Zapier—a free automation tool that connects apps without coding.

  • Go to zapier.com and create a free account (if you don’t have one yet).

  • Once logged in, click “Create Zap.”

  • For the Trigger App, choose Canopy Connect.

✅ Step 3: Set Your Zap Trigger

You’ll want the trigger to be:
📩 “New Submission in Canopy Connect”

This tells Zapier:

“When someone completes the Canopy Connect form, start this automation.”

Zapier will guide you through connecting your Canopy Connect account and testing a sample submission to make sure the trigger works properly.

✅ Step 4: Set Agent CRM as the Action

Now that your trigger is ready, it’s time to decide what happens next.

  • For the Action App, select Agent CRM (you may see it listed as “LeadConnector” – that’s fine).

  • Choose an action such as:

    • Create/Update Contact

    • Add Tag to Contact

    • Add to Workflow

This is how you tell Agent CRM:

“Take this new lead and drop them into my system with the right automations.”

  • Match the fields from Canopy Connect to Agent CRM:

    • Name

    • Email

    • Phone

    • Policy info (if applicable)

  • You can also automatically tag this contact with something like Canopy Lead.

✅ Step 5: Test & Turn On Your Zap

Before going live, Zapier lets you run a test to make sure everything works correctly.

✅ Send a test submission from Canopy Connect
✅ Confirm the contact is updated in Agent CRM

Once everything looks good, turn your Zap on! 🎉

🚀 Why This Integration Matters

✅ No more copying and pasting
✅ Leads get followed up with automatically
✅ You save time AND close more deals
✅ Better client experience with faster response times

“Agent CRM was built to be the hub for all your leads—this integration just makes it even easier to collect, track, and close prospects without missing a beat.” – Alex Branning

🎯 Pro Tips to Maximize the Integration

🔹 Use Agent CRM’s Branning Bundles to customize the follow-up experience
🔹 Tag Canopy leads separately for easy segmentation later
🔹 Add a “Thank You” page redirect after form submission for a more polished flow
🔹 Use workflows to request additional info, offer quotes, or book calls automatically

💬 Need Help? We’ve Got You Covered

Setting up Zapier can feel technical, but don’t worry—we’re here to help.
Join one of our live Zoom support calls at live.agent-crm.com and we’ll walk you through it!

✅ Start Automating Your Lead Flow Today

Canopy Connect is great for collecting data.
Agent CRM is great for converting leads into clients.
Together—with Zapier—you’ve got an unstoppable automation combo.

👉 Not using Agent CRM yet? Start your 14-day free trial today at www.agent-crm.com and experience the power of smart automation!


Technology, Updates

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