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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.

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.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    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

    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • Apply standard error handling?Required

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Additional Request Headers

    • Body

    Action
    Write
    • Note Type

    • Assigned Owner

    Trigger
    Polling
    Try It
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About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

jotform logo
jotform logo

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.

Related categories