Better Agency + InsuranceXDate
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.
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 Flags
Triggers when a new company flag is created.
- automatically do this!Create/Update a Prospect
Prospect Form to create update a prospect
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About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Related categories
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.