Better Agency + InsuranceXDate

Better Agency + InsuranceXDate integrations

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Skip the data entry in Better Agency with this Zap. This integration automatically creates or updates a prospect in Better Agency whenever a new company flag is created in InsuranceXDate.

When this happens...
New Company FlagsTriggers when a new company flag is created.
TriggerInstant
automatically do this!
Create/Update a ProspectProspect Form to create update a prospect
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with InsuranceXDate and Better Agency

Discover other triggers and actions you can use with InsuranceXDate and Better Agency

- Save
- Contacted
- Quoting
- Written
- Nextyear
- Followup
- Appt
Trigger
Instant
Try It
- Uid
  Required
Action
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
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy Type
  Required
- Policy Number
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

- Uid
  Required
Action
Search
- Name
  Required
- Address
  Required
- State
  Required
Action
Search
- 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
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Pipeline Stage
- Lead Source
- Referral Partner
- Policy Type
- Campagin
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Sales Title
- Sales Details
- Additional Notes
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

HelpHelp

Related categories

Marketing

About InsuranceXDate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.

HelpHelp

Related categories

Business Intelligence