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Better Agency + Seamless AI

Create or update Better Agency prospects when new contacts emerge in Seamless AI

Simplify your workflow by linking Seamless AI and Better Agency. With this automation, every time you register a new contact in Seamless AI, it will instantly create or update a prospect in Better Agency. Say goodbye to manual data entry and focus on cultivating your new contacts. This workflow ensures your prospect information is always up-to-date, allowing you to manage your connections more effectively.

Simplify your workflow by linking Seamless AI and Better Agency. With this automation, every time you register a new contact in Seamless AI, it will instantly create or update a prospect in Better Agency. Say goodbye to manual data entry and focus on cultivating your new contacts. This workflow ensures your prospect information is always up-to-date, allowing you to manage your connections more effectively.

  1. When this happens...
    Seamless AISeamless AI
    New Contact

    Triggers when a new "My Contact" is researched in Seamless.AI.

    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

What does this mean?
    • Lists

    • Company Industry

    • Company Size

    Trigger
    Instant
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  • Better Agency triggers, actions, and search

    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
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better-agency logo

About Better Agency

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

Related categories

  • Marketing
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seamless-ai logo

About Seamless AI

Seamless AI is a real-time B2B Sales search engine to find leads using the power of AI.

Related categories