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Better Agency + Calendly

Create or update Better Agency prospects when new Calendly invitees are added

Effortlessly maintain your prospect list with this Calendly-Better Agency workflow. When a new invitee is created in Calendly, it will seamlessly create or update a prospect in Better Agency, ensuring your data stays current and allowing you to focus on fostering relationships. Save time, reduce manual effort, and keep your sales pipeline organized by connecting Calendly and Better Agency with this integration.

Effortlessly maintain your prospect list with this Calendly-Better Agency workflow. When a new invitee is created in Calendly, it will seamlessly create or update a prospect in Better Agency, ensuring your data stays current and allowing you to focus on fostering relationships. Save time, reduce manual effort, and keep your sales pipeline organized by connecting Calendly and Better Agency with this integration.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Better AgencyBetter Agency
    Create/Update a Prospect

    Prospect Form to create update a prospect

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Better Agency triggers, actions, and search

    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Scheduled
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    • TagRequired

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
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About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
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About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Related categories