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Better Agency logoBetter Agency logo
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Better Agency + Seamless

Better Agency + Seamless

Better Agency + Seamless integrations

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new "My Contact" is researched in Seamless.AI.
  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 Seamless and Better Agency

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

    • Lists
    • Company Industry
    • Company Size
    Trigger
    Instant
    Try It
  • Better Agency triggers, actions, and search
    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Polling
    Try It
    • Tag
      Required
    Trigger
    Polling
    Try It
    • Pipeline Stage
      Required
    • Assigned Owner
    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 Seamless
Seamless is a real-time B2B Sales search engine to find leads using the power of AI.
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