Better Agency + Formidable Forms
Create or update Better Agency clients from new Formidable Forms entries
Save time and stay organized by connecting Formidable Forms with Better Agency. This workflow ensures that every time a new entry is submitted via Formidable Forms, a client is created or updated in Better Agency. Say goodbye to manual data entry and focus on providing the best experience to your clients.
Save time and stay organized by connecting Formidable Forms with Better Agency. This workflow ensures that every time a new entry is submitted via Formidable Forms, a client is created or updated in Better Agency. Say goodbye to manual data entry and focus on providing the best experience to your clients.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create/Update a Client
Client Form to create update a client
- Free forever for core features
- 14 day trial for premium features & apps
About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Related categories
About Formidable Forms
Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.
