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Better Agency + Gravity Forms

Better Agency + Gravity Forms

Better Agency + Gravity Forms integrations

Create service requests in Better Agency from new Gravity Forms submissions

Save time and streamline your service requests with this automation between Gravity Forms and Better Agency. When a new form submission is received in Gravity Forms, a service request will be created in Better Agency, eliminating manual data entry and ensuring a fast and efficient response to customer inquiries. Stay organized and provide exceptional customer service with this seamless workflow.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
  2. automatically do this!
    Create Service Request
    Create Service Request
    Create Service RequestCreate Service Request and claim.
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More things you can do with Gravity Forms and Better Agency

Discover other triggers and actions you can use with Gravity Forms and Better Agency

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
    • Note Type
    • Assigned Owner
    Trigger
    Polling
    Try It
    • Assigned Owner
    • Task priority
    • Task due date
    Trigger
    Polling
    Try It
    • Form
      Required
    Action
    Write
  • 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
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About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
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About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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