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Better Agency + Jotform

Create/Update clients in Better Agency from new submissions in Jotform

Use this template to send your service requests directly to Better Agency. When you do this, you can assign a CSR, add the contact to the service request pipeline, and start the service request campagins

Use this template to send your service requests directly to Better Agency. When you do this, you can assign a CSR, add the contact to the service request pipeline, and start the service request campagins

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerScheduled
  2. automatically do this!
    Better AgencyBetter Agency
    Create/Update a Client

    Client Form to create update a client

    ActionWrite
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Supported triggers and actions

What does this mean?
better-agency logo
better-agency logo

About Better Agency

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

Related categories

  • Marketing
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.

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