Better Agency + Interact
Create and update Better Agency clients from new Interact leads
Effortlessly manage your leads by connecting Interact and Better Agency. With this automation, every time a new lead is captured in Interact, it will create or update a client in Better Agency, ensuring accurate information without manual data entry. Save time and increase efficiency by streamlining your lead management process.
Effortlessly manage your leads by connecting Interact and Better Agency. With this automation, every time a new lead is captured in Interact, it will create or update a client in Better Agency, ensuring accurate information without manual data entry. Save time and increase efficiency by streamlining your lead management process.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create/Update a Client
Client Form to create update a client
- Free forever for core features
- 14 day trial for premium features & apps
About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Related categories
About Interact
Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
