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Better Agency + Google Sheets

Better Agency + Google Sheets

Better Agency + Google Sheets integrations

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

When moving to the won stage, you can send the client's data to google spreadsheet rows for internal tracking. When this runs, it sends all contact, clients, commercials, and policies data to the google sheet.

  1. When this happens...
    Opportunity Stage Move
    Opportunity Stage Move
    Opportunity Stage MoveTriggers when an opportunity is moved into a specific stage.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Better Agency and Google Sheets

Discover other triggers and actions you can use with Better Agency and Google Sheets

  • Better Agency triggers, actions, and search
    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Polling
    Try It
    • Tag
      Required
    Trigger
    Polling
    Try It
    • Pipeline Stage
      Required
    • Assigned Owner
    Trigger
    Polling
    Try It
    • Pipeline Stage
      Required
    • Assigned Owner
    Trigger
    Polling
    Try It
    • Note Type
    • Assigned Owner
    Trigger
    Polling
    Try It
    • Assigned Owner
    • Task priority
    • Task due date
    Trigger
    Polling
    Try It
    • Pipeline Stage
      Required
    • Assigned Owner
    Trigger
    Polling
    Try It
    • Choose Type
      Required
    • Who Initiated The Claim? (Only for claim request)
    • Email
    • Policy Type
    • Ticket Title
      Required
    • Ticket Note
      Required
    • Assign Owner
    • Start Campaign
    Action
    Write
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About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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