Better Agency + Seamless

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...
    SeamlessSeamless
    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

better-agency logo
better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

  • Marketing
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seamless logo

About Seamless

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

Related categories

  • AI Sales Tools