Better Agency + Typeform
Create an empty Typeform form when stages move in Better Agency service pipeline
Streamline your workflow by connecting Better Agency and Typeform. With this setup, whenever your service pipeline has a stage move in Better Agency, an empty form will be created in Typeform. Simplify your process, save time, and maximize productivity with this efficient workflow.
Streamline your workflow by connecting Better Agency and Typeform. With this setup, whenever your service pipeline has a stage move in Better Agency, an empty form will be created in Typeform. Simplify your process, save time, and maximize productivity with this efficient workflow.
- When this happens...Service Pipeline Stage Move
Triggers when an Service Pipeline opportunity is moved into a specific stage.
- automatically do this!Create an Empty Form
Creates a new empty form.
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About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
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About Typeform
Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
