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Better Agency + WPForms

Create or update Better Agency prospects from new WPForms entries

Effortlessly manage your sales pipeline by connecting WPForms with Better Agency. With this workflow, every time a new form entry is submitted in WPForms, a prospect will be created or updated in the Better Agency app. This automation helps you save time and ensures your prospect information is always up-to-date, letting you focus on closing more deals.

Effortlessly manage your sales pipeline by connecting WPForms with Better Agency. With this workflow, every time a new form entry is submitted in WPForms, a prospect will be created or updated in the Better Agency app. This automation helps you save time and ensures your prospect information is always up-to-date, letting you focus on closing more deals.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    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

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Better Agency triggers, actions, and search

    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Scheduled
    Try It
    • TagRequired

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Assigned Owner

    • Task priority

    • Task due date

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
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better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
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