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Better Agency + Google Sheets

Create or update Better Agency prospects from new or updated Google Sheets rows

Effortlessly manage your prospects with this efficient workflow that connects Google Sheets and Better Agency. Whenever a new or updated row is detected in your Google Sheets, this automation will create or update a prospect in Better Agency, ensuring your data stays organized and up-to-date. Save time and maintain accurate records with this seamless connection between your favorite apps.

Effortlessly manage your prospects with this efficient workflow that connects Google Sheets and Better Agency. Whenever a new or updated row is detected in your Google Sheets, this automation will create or update a prospect in Better Agency, ensuring your data stays organized and up-to-date. Save time and maintain accurate records with this seamless connection between your favorite apps.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggered when a new row is added or modified in a spreadsheet.

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

    Prospect Form to create update a prospect

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    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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