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Better Agency + Google Forms

Create or update clients in Better Agency for new or updated form responses in Google Forms

Streamline client data management with this easy-to-set-up workflow. Whenever a new or updated response is received in Google Forms, it simultaneously creates or updates a client in the Better Agency app. This ensures your client info is always up-to-date, saving you the time and effort of manual data input. Enjoy a more efficient way to handle client data that is not only seamless but enhances your productivity.

Streamline client data management with this easy-to-set-up workflow. Whenever a new or updated response is received in Google Forms, it simultaneously creates or updates a client in the Better Agency app. This ensures your client info is always up-to-date, saving you the time and effort of manual data input. Enjoy a more efficient way to handle client data that is not only seamless but enhances your productivity.

  1. When this happens...
    Google FormsGoogle Forms
    New or Updated Form Response

    Triggers when a form response is added or modified.

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

    Client Form to create update a client

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Assigned Owner

    • Task priority

    • Task due date

    Trigger
    Scheduled
    Try It
    • FormRequired

    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
    Try It
    • 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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Related categories

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Zapier Interfaces

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