Better Agency Integrations

Do more with Better Agency integrations

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Create/Update clients in Better Agency from new submissions in Jotform
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Jotform + Better Agency
Create or update prospects in Better Agency when new company flags are created in InsuranceXDate
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InsuranceXDate + Better Agency
Create Better Agency prospects with new leads in Insurance Website Builder
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Insurance Website Builder + Better Agency
Add prospects to Better Agency from new Gmail emails
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Gmail + Better Agency

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency
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Better Agency + Google Sheets

Send channel messages in Slack for new contacts added in Better Agency
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Better Agency + Slack

Create/Update clients in Better Agency from new submissions in Jotform

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Jotform + Better Agency

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

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InsuranceXDate + Better Agency

Create Better Agency prospects with new leads in Insurance Website Builder

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Insurance Website Builder + Better Agency

Add prospects to Better Agency from new Gmail emails

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Gmail + Better Agency

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

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Better Agency + Google Sheets

Send channel messages in Slack for new contacts added in Better Agency

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Better Agency + Slack

Supported triggers and actions

What does this mean?

New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Scheduled
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- TagRequired
Trigger
Scheduled
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- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
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- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
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- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy TypeRequired
- Policy Number
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

- Note Type
- Assigned Owner
Trigger
Scheduled
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- Assigned Owner
- Task priority
- Task due date
Trigger
Scheduled
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- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
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- Choose TypeRequired
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket TitleRequired
- Ticket NoteRequired
- Assign Owner
- Start Campaign
Action
Write
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Pipeline Stage
- Lead Source
- Referral Partner
- Policy Type
- Campagin
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Sales Title
- Sales Details
- Additional Notes
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

Better Agency Integrations

Do more with Better Agency integrations

LeadConnector

Google Sheets

Gravity Forms

Giphy

Jotform

Mailparser

EZLynx

HubSpot

Referral Rock

LeadConnector

Google Sheets

Gravity Forms

Giphy

Jotform

Mailparser

LeadConnector

Google Sheets

Gravity Forms

Giphy

Jotform

Mailparser

EZLynx

HubSpot

Referral Rock

Join millions worldwide who automate their work using Zapier

Create/Update clients in Better Agency from new submissions in Jotform

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Create Better Agency prospects with new leads in Insurance Website Builder

Add prospects to Better Agency from new Gmail emails

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

Send channel messages in Slack for new contacts added in Better Agency

Create/Update clients in Better Agency from new submissions in Jotform

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Create Better Agency prospects with new leads in Insurance Website Builder

Add prospects to Better Agency from new Gmail emails

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

Send channel messages in Slack for new contacts added in Better Agency

New Contact Added

New Tag Added to Contact

Opportunity Stage Move

Service Pipeline Stage Move

Create/Update a Client

New Note Created

New Task Created

Renewal Pipeline Stage Move

Create Service Request

Create/Update a Prospect

About Better Agency

Related categories

Popular Better Agency Integrations

Popular Better Agency Integrations