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CRM · Integration

Radiusbob

Sourcing.sh plugs its data index into Radiusbob to supply your insurance agents with live prospects. Your lead management is based on fresh data.

Study the connection to RadiusbobSee Radiusbob ↗

What Sourcing.sh communicates with Radiusbob

Send the data

sourcing.sh pushes companies, profiles and fresh offers into your tool.

Refresh the data

Your records are re-crawled and updated continuously — the data no longer dies.

The index feeds Radiusbob with up-to-date insurance prospect profiles, enriched with life event and intent signals. Contact details are verified and synchronized with the plan, for a regular pipeline and prioritized follow-ups by your agents.

This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.

Your workflow

The right data. The right action.

New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.

Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.

Define my workflow

How it works

  1. 01

    Frame the connection to Radiusbob

    Confirm compatible objects and necessary rights: OAuth, API key or export.

  2. 02

    Define exchanges

    Choose the fields to complete and the update rules in Radiusbob.

  3. 03

    Plan the checks

    Choose the cadences and actions to trigger when a change is detected.

Discover the API

Your next step

Turn data into action.

Find the right contacts, keep your data up to date and connect your tools.

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