Better Agency + Google Forms

Create or update clients in Better Agency for new or updated form responses in Google Forms

Streamline client data management with this easy-to-set-up workflow. Whenever a new or updated response is received in Google Forms, it simultaneously creates or updates a client in the Better Agency app. This ensures your client info is always up-to-date, saving you the time and effort of manual data input. Enjoy a more efficient way to handle client data that is not only seamless but enhances your productivity.

Streamline client data management with this easy-to-set-up workflow. Whenever a new or updated response is received in Google Forms, it simultaneously creates or updates a client in the Better Agency app. This ensures your client info is always up-to-date, saving you the time and effort of manual data input. Enjoy a more efficient way to handle client data that is not only seamless but enhances your productivity.

  1. When this happens...
    Google FormsGoogle Forms
    New or Updated Form Response

    Triggers when a form response is added or modified.

    TriggerInstant
  2. automatically do this!
    Better AgencyBetter Agency
    Create/Update a Client

    Client Form to create update a client

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
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  • Better Agency triggers, actions, and search

    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Polling
    Try It
    • TagRequired

    Trigger
    Polling
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Polling
    Try It
better-agency logo
better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

  • Marketing
google-forms logo
google-forms logo

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Learn more

Related categories

  • Forms & Surveys
  • Google

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier