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Better Agency + Google Sheets

Create multiple rows in Google Sheets when stages move in Better Agency service pipeline

Streamline your service pipeline with this seamless workflow. When a stage move occurs in the Better Agency app, this automation instantly generates multiple rows in a Google Sheets spreadsheet. Not only does this save time, but it ensures accurate, real-time data entry for your team to access and utilize. Enhance your productivity and keep your pipeline data organized and up-to-date with this stress-free solution.

Streamline your service pipeline with this seamless workflow. When a stage move occurs in the Better Agency app, this automation instantly generates multiple rows in a Google Sheets spreadsheet. Not only does this save time, but it ensures accurate, real-time data entry for your team to access and utilize. Enhance your productivity and keep your pipeline data organized and up-to-date with this stress-free solution.

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

    Triggers when an Service 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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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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