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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.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Better AgencyBetter Agency
    Create/Update a Prospect

    Prospect Form to create update a prospect

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
better-agency logo
better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

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