AgentMethods + Better Agency

AgentMethods + Better Agency integrations

Add Better Agency clients from new AgentMethods form submissions

Streamline your workflow and lead follow up. This integration automatically adds new web leads from your AgentMethods insurance website to your Better Agency account.

When this happens...
New Form SubmissionTriggers when new Form submitted from AgentMethods Website.
TriggerInstant
automatically do this!
Create/Update a ClientClient Form to create update a client
ActionWrite

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More things you can do with AgentMethods and Better Agency

Discover other triggers and actions you can use with AgentMethods and Better Agency

- Filter Activities
  Required
Trigger
Instant
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New Form Submission
Triggers when new Form submitted from AgentMethods Website.
Trigger
Instant
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- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Source
Action
Write
New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Polling
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- Tag
  Required
Trigger
Polling
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- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
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- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
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- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy Type
  Required
- 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

Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Trigger
Instant
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Website Visit
Triggers when Users visit the AgentMethods Websites.
Trigger
Instant
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- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- create contact if it doesn't exist
  Required
- Source
Action
Write
- Note Type
- Assigned Owner
Trigger
Polling
Try It
- Assigned Owner
- Task priority
- Task due date
Trigger
Polling
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- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Choose Type
  Required
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket Title
  Required
- Ticket Note
  Required
- 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 AgentMethods

AgentMethods is a website and online marketing platform built for independent insurance agents.

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Related categories

Website Builders

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

HelpHelp

Related categories

Marketing

Related Zap Templates

Add new Better Agency contacts to AgentMethods

Related Zap Templates

Add new Better Agency contacts to AgentMethods