Better Agency Integrations

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Paths by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Gravity Forms

Forms & Surveys, WordPress

Giphy

Images & Design

Gmail

Email, Google

EZLynx

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Formatter by Zapier

Documents, Zapier

Paths by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Gravity Forms

Forms & Surveys, WordPress

Giphy

Images & Design

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Gravity Forms

Forms & Surveys, WordPress

Giphy

Images & Design

Gmail

Email, Google

EZLynx

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Formatter by Zapier

Documents, Zapier

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Quickly automate Better Agency integrations with Zapier's templates

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate
Details
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InsuranceXDate + Better Agency
Create/Update clients in Better Agency from new submissions in Jotform
Details
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Jotform + Better Agency
Create Better Agency prospects with new leads in Insurance Website Builder
Details
Try it
Insurance Website Builder + Better Agency
Add prospects to Better Agency from new Gmail emails
Details
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Gmail + Better Agency
Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency
Details
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Better Agency + Google Sheets
Send channel messages in Slack for new contacts added in Better Agency
Details
Try it
Better Agency + Slack

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

InsuranceXDate + Better Agency

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

Jotform + Better Agency

Create Better Agency prospects with new leads in Insurance Website Builder

Insurance Website Builder + Better Agency

Add prospects to Better Agency from new Gmail emails

Gmail + Better Agency

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

Better Agency + Google Sheets

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

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
Try It
- TagRequired
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- 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
Try It
- Assigned Owner
- Task priority
- Task due date
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- 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

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

Marketing

Popular Better Agency Integrations