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Better Agency + Interact

Create or update Better Agency prospects when new leads are captured in Interact

Effortlessly manage your leads with this seamless workflow between Interact and Better Agency. When a new lead is captured in Interact, this automation will create or update a prospect in Better Agency, ensuring your sales pipeline stays up-to-date. Boost your lead conversion and simplify your sales process with this efficient integration.

Effortlessly manage your leads with this seamless workflow between Interact and Better Agency. When a new lead is captured in Interact, this automation will create or update a prospect in Better Agency, ensuring your sales pipeline stays up-to-date. Boost your lead conversion and simplify your sales process with this efficient integration.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

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

    Prospect Form to create update a prospect

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
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    • Assigned Owner

    • Task priority

    • Task due date

    Trigger
    Scheduled
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    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
  • Better Agency triggers, actions, and search

    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Scheduled
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    • TagRequired

    Trigger
    Scheduled
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    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
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better-agency logo

About Better Agency

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

Related categories

  • Marketing
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Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier