Better Agency + Jotform

Handle new Jotform submissions by creating or updating prospects in Better Agency

Effortlessly manage your prospects with this Jotform and Better Agency integration. When a new submission is received in Jotform, a prospect will be created or updated in Better Agency, allowing you to streamline and organize your lead management process. Save time and concentrate on your business by automating this essential task.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create/Update a Prospect
Prospect Form to create update a prospect
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Scheduled
Try It
- TagRequired
Trigger
Scheduled
Try It

- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It

- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy TypeRequired
- 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

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Note Type
- Assigned Owner
Trigger
Scheduled
Try It
- Assigned Owner
- Task priority
- Task due date
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- Choose TypeRequired
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket TitleRequired
- Ticket NoteRequired
- 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

Learn more

Related categories

Marketing

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

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PRODUCTS

CAPABILITIES

By team

Better Agency + Jotform

Handle new Jotform submissions by creating or updating prospects in Better Agency

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

New Contact Added

New Tag Added to Contact

TagRequired

Opportunity Stage Move

Pipeline StageRequired

Assigned Owner

Service Pipeline Stage Move

Pipeline StageRequired

Assigned Owner

Create/Update a Client

Choose Contact Type

Email

First Name

Last Name

Phone

Tag Names

Lead Source

Referral Partner

Policy TypeRequired

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

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Note Created

Note Type

Assigned Owner

New Task Created

Assigned Owner

Task priority

Task due date

Renewal Pipeline Stage Move

Pipeline StageRequired

Assigned Owner

Create Service Request

Choose TypeRequired

Who Initiated The Claim? (Only for claim request)

Email

Policy Type

Ticket TitleRequired

Ticket NoteRequired