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Better Agency + Google Sheets

Create multiple Google Sheets rows from updated Better Agency renewal pipeline stages

Efficiently manage your agency's renewal pipeline with this workflow that connects Better Agency to Google Sheets. When a pipeline stage is moved in Better Agency, corresponding rows will be created in a Google Sheets spreadsheet. This automation helps you keep track of important information and ensures your data stays organized and up-to-date.

Efficiently manage your agency's renewal pipeline with this workflow that connects Better Agency to Google Sheets. When a pipeline stage is moved in Better Agency, corresponding rows will be created in a Google Sheets spreadsheet. This automation helps you keep track of important information and ensures your data stays organized and up-to-date.

  1. When this happens...
    Better AgencyBetter Agency
    Renewal Pipeline Stage Move

    Triggers when a renewal pipeline opportunity is moved into a specific stage.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
    • Assigned Owner

    • Task priority

    • Task due date

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
    • Choose TypeRequired

    • Who Initiated The Claim? (Only for claim request)

    • Email

    • Policy Type

    • Ticket TitleRequired

    • Ticket NoteRequired

    • Assign Owner

    • Start Campaign

    Action
    Write
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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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