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White Swan for Partners
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  • White Swan for Partners Knowledge Base
  • 💡Platform Overview
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  • ⚡Zapier Integration
    • Overview of Zapier Integration
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    • Example Use Cases
      • Integrate With CRMs
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      • Integrate With Marketing Platforms
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  • ✨AI Landing Page Builder
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  • ⚙️API Documentation
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  • ⛳BackNine Integration
    • Overview of BackNine Integration
    • Quick Start Guide
    • Capabilities
      • Instant Quotes
      • Instant Applications
      • Case Support
  • 💹Wealthbox Integration
    • Overview of Wealthbox Integration
    • Quick Start Guide
    • Capabilities
      • Import Contact from Wealthbox
      • Search Wealthbox Contacts in White Swan
      • Start a Plan Request
    • Notification Settings
  • Other Direct Integrations
    • Paperclip
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  1. Zapier Integration
  2. Example Use Cases

Integrate With Marketing Platforms

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Last updated 1 year ago

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As a partner of White Swan, your primary role revolves around marketing, while White Swan manages all other operational aspects. Fortunately, Zapier facilitates seamless integration with a plethora of marketing platforms, including Mailchimp, Facebook, and Clickfunnels. For a comprehensive list of supported marketing apps, .

While numerous automations can be crafted, here are some illustrative use cases to guide your integration:


Automate Email Marketing List Updates:

  • Objective: Automatically add new White Swan leads to your email marketing software.

  • Template:

  • How it Works: This template triggers with the , searches for an email marketing subscriber with the same email, and if not found, enlists a new subscriber.


Report Conversions to Ad Platforms:

  • Objective: Enhance advertising outcomes by automatically reporting conversions to your ads account.

  • Template:

  • How it Works: This template initiates with the . It can be modified to report other conversion events, such as the or the . The data from the trigger is used to report the conversion to your ad platform.


Targeted Advertising with Custom Audiences:

  • Objective: Enrich your advertising campaigns by adding new White Swan leads to a custom audience, enabling you to run advertising campaigns promoting complementary products to their White Swan plan.

  • Template:

  • How it Works: This template activates with the , subsequently adding the individual initiating the request to a custom advertising audience. This audience can then be harnessed for highly targeted advertising campaigns.


By integrating White Swan with your marketing platforms, you can automate and optimize your marketing efforts, ensuring that you reach the right audience with the right message at the right time.

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Add new White Swan leads as Mailchimp subscribers
New Plan Request Started trigger
Send lead events in Facebook ads with new plan requests in White Swan
New Plan Request Started trigger
New Plan Request Finished trigger
Application for Plan Finished trigger
Add emails to Facebook custom audiences when new plan requests start in White Swan
New Plan Request trigger