Better Agency + Squarespace Forms

Better Agency + Squarespace Forms integrations

Create or update Better Agency prospects from new Squarespace Forms form submissions

Effortlessly manage your prospects with this Squarespace Forms to Better Agency integration. Whenever there's a new form submission in Squarespace Forms, this workflow will create or update a prospect in Better Agency. Save time and streamline your lead generation process by connecting these two powerful platforms seamlessly.

When this happens...
New Form SubmissionTriggers when form submission is submitted.
TriggerInstant
automatically do this!
Create/Update a ProspectProspect Form to create update a prospect
ActionWrite

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More things you can do with Squarespace Forms and Better Agency

Discover other triggers and actions you can use with Squarespace Forms and Better Agency

- Form
  Required
Trigger
Instant
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New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Polling
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- Tag
  Required
Trigger
Polling
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- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
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- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
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- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy Type
  Required
- Policy Number
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note Type
- Assigned Owner
Trigger
Polling
Try It
- Assigned Owner
- Task priority
- Task due date
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Choose Type
  Required
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket Title
  Required
- Ticket Note
  Required
- Assign Owner
- Start Campaign
Action
Write
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Pipeline Stage
- Lead Source
- Referral Partner
- Policy Type
- Campagin
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Sales Title
- Sales Details
- Additional Notes
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

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Related categories

Marketing

About Squarespace Forms

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

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Related categories

Forms & Surveys

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