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Better Agency logoBetter Agency logo
Pipedrive logoPipedrive logo

Better Agency + Pipedrive

Better Agency + Pipedrive

Better Agency + Pipedrive integrations

Create or update Better Agency prospects from new Pipedrive leads

Effortlessly manage your leads and prospects between Pipedrive and Better Agency with this seamless workflow. When a new lead is added in Pipedrive, this automation will create or update a prospect in Better Agency, ensuring your sales pipeline and prospect list remain accurate and up-to-date. Spend less time updating records and more time focusing on what matters: growing your business.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create/Update a Prospect
    Create/Update a Prospect
    Create/Update a ProspectProspect Form to create update a prospect
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More things you can do with Pipedrive and Better Agency

Discover other triggers and actions you can use with Pipedrive and Better Agency

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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