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

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • Note Type

    • Assigned Owner

    Trigger
    Polling
    Try It
    • Assigned Owner

    • Task priority

    • Task due date

    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
wpforms logo
wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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