Better Agency + involve.me

Better Agency + involve.me integrations

Create or update Better Agency prospects from new involve.me completed submissions

Effortlessly streamline your lead management process with this powerful workflow. When a new completed submission occurs in Involve.me, a prospect will be created or updated in Better Agency. This seamless integration ensures your sales team stays organized and informed, resulting in more effective sales efforts and better client relationships.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create/Update a ProspectProspect Form to create update a prospect
ActionWrite

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More things you can do with involve.me and Better Agency

Discover other triggers and actions you can use with involve.me and Better Agency

- involve.me Funnel
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Polling
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- 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

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
- 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

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Related categories

Marketing

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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