AgentMethods + Better Agency

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 Submission
Triggers when new Form submitted from AgentMethods Website.
TriggerInstant
automatically do this!
Create/Update a Client
Client Form to create update a client
ActionWrite

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Supported triggers and actions

What does this mean?

- Filter ActivitiesRequired
Trigger
Instant
Try It
New Form Submission
Triggers when new Form submitted from AgentMethods Website.
Trigger
Instant
Try It
- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Source
Action
Write
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

Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Trigger
Instant
Try It
Website Visit
Triggers when Users visit the AgentMethods Websites.
Trigger
Instant
Try It
- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- create contact if it doesn't existRequired
- Source
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 AgentMethods

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

Help

Related categories

Website Builders

Similar apps

Zapier Interfaces

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

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Learn more

Related categories

Marketing

PRODUCTS

CAPABILITIES

By team

AgentMethods + Better Agency

Add Better Agency clients from new AgentMethods form submissions

Fetch Email Open, Click and Unsubscribe Activities

New Form Submission

Create Contact

First Name

Last Name

EmailRequired

Phone Number

Tag

Source

New Contact Added

New Tag Added to Contact

TagRequired

Opportunity Stage Move

Pipeline StageRequired

Assigned Owner

Service Pipeline Stage Move

Pipeline StageRequired

Assigned Owner

Create/Update a Client

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

Fetch Email Send Activities

Website Visit

Update Contact

First Name

Last Name

EmailRequired

Phone Number

Tag

create contact if it doesn't existRequired

Source

New Note Created

Note Type

Assigned Owner

New Task Created

Assigned Owner

Task priority

Task due date

Renewal Pipeline Stage Move

Pipeline StageRequired

Assigned Owner

Create Service Request

Choose TypeRequired

Who Initiated The Claim? (Only for claim request)

Email

Policy Type

Ticket TitleRequired

Ticket NoteRequired

Assign Owner

Start Campaign

Create/Update a Prospect

Choose Contact Type