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NextAgency Integrations

Beta
CRM (Customer Relationship Management)

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Integrate Google Forms with NextAgency

Google Forms

Forms & Surveys, Google
Integrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate Calendly with NextAgency

Calendly

Scheduling & Booking
Integrate Typeform with NextAgency

Typeform

Forms & Surveys
Integrate SendHub with NextAgency

SendHub

Phone & SMS
Integrate QuickBooks Online with NextAgency

QuickBooks Online

Accounting, Premium
Integrate Zendesk with NextAgency

Zendesk

Customer Support, Premium
Integrate Formstack with NextAgency

Formstack

Forms & Surveys
Integrate Gmail with NextAgency

Gmail

Email, Google
Integrate Mailchimp with NextAgency

Mailchimp

Email Newsletters
Integrate RingCentral with NextAgency

RingCentral

Phone & SMS
Integrate Slack with NextAgency

Slack

Team Chat
Integrate Google Calendar with NextAgency

Google Calendar

Calendar, Google
Integrate HubSpot with NextAgency

HubSpot

Marketing Automation
Integrate Google Docs with NextAgency

Google Docs

Documents, Google
Integrate Wix Automations with NextAgency

Wix Automations

CRM (Customer Relationship Management)
Integrate Campaign Monitor with NextAgency

Campaign Monitor

Email Newsletters
Integrate Microsoft Dynamics 365 CRM with NextAgency

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium

Vonage Business Communications

Phone & SMS
Integrate Twitter with NextAgency

Twitter

Social Media Accounts
Integrate Facebook Lead Ads with NextAgency

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate Facebook Pages with NextAgency

Facebook Pages

Facebook, Social Media Accounts
Integrate Salesforce with NextAgency

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Microsoft Outlook with NextAgency

Microsoft Outlook

Email, Microsoft
Integrate Dropbox with NextAgency

Dropbox

File Management & Storage
Integrate Microsoft Excel with NextAgency

Microsoft Excel

Microsoft, Spreadsheets
Integrate Sendinblue with NextAgency

Sendinblue

Email Newsletters
Integrate Keap Max Classic with NextAgency

Keap Max Classic

Marketing Automation, Premium
Integrate Zoho CRM with NextAgency

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate Any.do with NextAgency

Any.do

Task Management
Integrate Constant Contact with NextAgency

Constant Contact

Email Newsletters
Integrate DocuSign with NextAgency

DocuSign

Signatures
Integrate Clockify with NextAgency

Clockify

Time Tracking Software
Integrate Book Like A Boss with NextAgency

Book Like A Boss

Scheduling & Booking
Integrate Handwrytten with NextAgency

Handwrytten

Customer Appreciation
Integrate EZLynx with NextAgency

EZLynx

CRM (Customer Relationship Management)
Integrate HighLevel with NextAgency

HighLevel

Marketing Automation
Integrate VirtualPBX with NextAgency

VirtualPBX

Beta, Call Tracking
Integrate Insurance Website Builder with NextAgency

Insurance Website Builder

Beta, Website Builders
Integrate Next with NextAgency

Next

Online Courses

Popular ways to use NextAgency workflows

  • Create NextAgency tasks for new Calendly invitees

    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency
    More details
    1. When this happens

      Step 1: Invitee Created

    2. Then do this

      Step 2: Create Task

    Create NextAgency tasks for new Calendly invitees

    Create NextAgency tasks for new Calendly invitees
    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency
  • Create leads in NextAgency for new Google Calendar events

    • Google Calendar logo
    • NextAgency logo
    Google Calendar + NextAgency
    More details
    1. When this happens

      Step 1: New Event

    2. Then do this

      Step 2: Create Lead

  • Add new invitees in Calendly to NextAgency

    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency
    More details
    1. When this happens

      Step 1: Invitee Created

    2. Then do this

      Step 2: Create Lead

  • Create tasks in NextAgency for new Zendesk tickets

    premium
    • Zendesk logo
    • NextAgency logo
    Zendesk + NextAgency
    More details
    1. When this happens

      Step 1: New Ticket

    2. Then do this

      Step 2: Create Task

  • Add new QuickBooks Online invoices as NextAgency tasks

    premium
    • QuickBooks Online logo
    • NextAgency logo
    QuickBooks Online + NextAgency
    More details
    1. When this happens

      Step 1: New Invoice

    2. Then do this

      Step 2: Create Task

Supported triggers and actions

What does this mean?
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nextagency logo
nextagency logo

About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

Related categories

CRM (Customer Relationship Management)

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