Better Agency + Canopy Connect
Create or update Better Agency prospects from completed Canopy Connect pulls
Effortlessly manage your sales pipeline by connecting Canopy Connect and Better Agency. With this workflow, each time a pull is completed in Canopy Connect, a prospect will be created or updated in Better Agency. Streamline your process and ensure you always have the latest information on potential clients, making it easier to convert them into customers.
Effortlessly manage your sales pipeline by connecting Canopy Connect and Better Agency. With this workflow, each time a pull is completed in Canopy Connect, a prospect will be created or updated in Better Agency. Streamline your process and ensure you always have the latest information on potential clients, making it easier to convert them into customers.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Create/Update a Prospect
Prospect Form to create update a prospect
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
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