Better Agency + Jotform
Create/Update clients in Better Agency from new submissions in Jotform
Use this to sync your service request forms directly to Better Agency. When you do this, you can start the service pipeline, assign an owner and the service request campaign.
Use this to sync your service request forms directly to Better Agency. When you do this, you can start the service pipeline, assign an owner and the service request campaign.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create/Update a Client
Client Form to create update a client
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About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Related categories
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.
