Better Agency + Gravity Forms
Create/Update prospects in Better Agency from new form submissions in Gravity Forms
You can send form submissions in Gravity Forms directly to Better Agency, and directly start the sales pipeline, sales campaigns, and assign owners.
You can send form submissions in Gravity Forms directly to Better Agency, and directly start the sales pipeline, sales campaigns, and assign owners.
Form SubmissionTriggers when the specified form is submitted.Trigger- Create EntryCreates a new form entry.Action
- Submit FormCreates an entry and fires all events associated with a form submission such as notifications and add-on feeds.Action
New Contact AddedTriggers when a new contact is added in Better Agency.Trigger- New Note CreatedTriggers when new note created.Trigger
- New Tag Added to ContactTriggers when a new tag is added to a contact.Trigger
- New Task CreatedTriggers when new task created.Trigger
- Opportunity Stage MoveTriggers when an opportunity is moved into a specific stage.Trigger
- Better Agency
Triggers when a renewal pipeline opportunity is moved into a specific stage.
Scheduled
Trigger
- Better Agency
Triggers when an Service Pipeline opportunity is moved into a specific stage.
Scheduled
Trigger
- Better Agency
Create Service Request and claim.
Scheduled
Action
- Better Agency
Client Form to create update a client
Scheduled
Action
- Better Agency
Prospect Form to create update a prospect
Scheduled
Action
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