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Better Agency + Google Sheets

Add new Better Agency contacts to Google Sheets as rows

When a new contact is added in Better Agency, this workflow instantly logs the details into a new row in Google Sheets. This allows for a simplified data recording process and eliminates the need for manual data transfer, enhancing productivity and accuracy. Streamline your client relationship management by ensuring your Google Sheets remains up-to-date with all the latest contacts from Better Agency.

When a new contact is added in Better Agency, this workflow instantly logs the details into a new row in Google Sheets. This allows for a simplified data recording process and eliminates the need for manual data transfer, enhancing productivity and accuracy. Streamline your client relationship management by ensuring your Google Sheets remains up-to-date with all the latest contacts from Better Agency.

  1. When this happens...
    Better AgencyBetter Agency
    New Contact Added

    Triggers when a new contact is added in Better Agency.

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

    Create a new row in a specific spreadsheet.

    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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better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
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