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Better Agency + Google Sheets

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.

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...
    Better AgencyBetter Agency
    Opportunity Stage Move

    Triggers when an opportunity is moved into a specific stage.

    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?
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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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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

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