New integration: Follow up with prospects easily with Better Agency

Better Agency is a CRM marketing automation tool for insurance agencies. With Better Agency, you can follow up with every single prospect with automated campaigns, and you can cross-sell your entire book of business with a single click.

And now Better Agency connects with Zapier, making it easier than ever to automate your marketing. Connect Better Agency with thousands of other apps, like Gravity Forms, Microsoft Outlook, and RingCentral. Zapier can automatically trigger workflows in other apps whenever a new contact is added, opportunities move into different stages, or new tasks are created in Better Agency. Or you can create or update clients and prospects in Better Agency whenever trigger events happen in the other apps you use most.

How to automate Better Agency with Zapier

1. Sign up for a Better Agency account, and make sure you have a Zapier account.

2. Try some pre-made Better Agency integrations, and learn more about how Better Agency works with Zapier.

3. Or log in and build a custom workflow with Better Agency and Zapier.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Better Agency with Zapier.