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Better Agency + Google Sheets

Create multiple Google Sheets rows from new Better Agency notes

Save time and streamline your data management with this integration. Whenever a new note is created in Better Agency, corresponding rows are instantaneously added to your chosen Google Sheets spreadsheet. This maintains a real-time, organized record of your notes, enhancing efficiency in your documentation process.

Save time and streamline your data management with this integration. Whenever a new note is created in Better Agency, corresponding rows are instantaneously added to your chosen Google Sheets spreadsheet. This maintains a real-time, organized record of your notes, enhancing efficiency in your documentation process.

  1. When this happens...
    Better AgencyBetter Agency
    New Note Created

    Triggers when new note created.

    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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