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Formsite logoFormsite logo
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Better Agency + Formsite

Better Agency + Formsite

Better Agency + Formsite integrations

Add new Formsite form results as Better Agency prospects

Effortlessly manage your prospects with this seamless workflow between Formsite and Better Agency. When a new form result is submitted in Formsite, this automation will create or update a prospect in Better Agency, ensuring your prospect list is accurate and up-to-date. Save time and maintain organized records with this efficient process.

  1. When this happens...
    New Form Result
    New Form Result
    New Form ResultTriggers when a user submits a new form result.
  2. automatically do this!
    Create/Update a Prospect
    Create/Update a Prospect
    Create/Update a ProspectProspect Form to create update a prospect
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More things you can do with Formsite and Better Agency

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

    • Form
      Required
    Trigger
    Instant
    Try It
    • Note Type
    • Assigned Owner
    Trigger
    Polling
    Try It
    • Assigned Owner
    • Task priority
    • Task due date
    Trigger
    Polling
    Try It
    • Pipeline Stage
      Required
    • Assigned Owner
    Trigger
    Polling
    Try It
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About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
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About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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