Better Agency + Trustmary

Better Agency + Trustmary integrations

Create Better Agency service requests from new completed Trustmary survey answers

Elevate your customer service management with this hassle-free workflow. When a survey answer is completed in Trustmary, it hatches a service request in Better Agency. This automation ensures you stay updated with customer feedback to provide impeccably timely service, bridging the gap between customer expectations and your solutions. Bolster clientele relations with this seamless and efficient process.

When this happens...
Survey Answer CompletedTriggers when a new survey answer is completed.
TriggerInstant
automatically do this!
Create Service RequestCreate Service Request and claim.
ActionWrite

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More things you can do with Trustmary and Better Agency

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

New Survey Answer
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Trigger
Instant
Try It
- Contact Email
  Required
- Contact Name
- Contact Phone
- Company Name
- Contact Type
- External Id
- Process name
Action
Write
- Contact Email
  Required
- Segment
Action
Write
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
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It

- 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

Survey Answer Completed
Triggers when a new survey answer is completed.
Trigger
Instant
Try It
- Contact Email
  Required
Action
Write
- Contact Email
  Required
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 Trustmary

Trustmary helps you gather social proof and use it on your website to generate more leads. Collect NPS, video and text reviews from your customers. Use the social proof you have gathered in different ways on your website.

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Related categories

Ads & Conversion