Better Agency + Calendly

Create or update Better Agency prospects when new Calendly invitees are added

Effortlessly maintain your prospect list with this Calendly-Better Agency workflow. When a new invitee is created in Calendly, it will seamlessly create or update a prospect in Better Agency, ensuring your data stays current and allowing you to focus on fostering relationships. Save time, reduce manual effort, and keep your sales pipeline organized by connecting Calendly and Better Agency with this integration.

Effortlessly maintain your prospect list with this Calendly-Better Agency workflow. When a new invitee is created in Calendly, it will seamlessly create or update a prospect in Better Agency, ensuring your data stays current and allowing you to focus on fostering relationships. Save time, reduce manual effort, and keep your sales pipeline organized by connecting Calendly and Better Agency with this integration.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    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

better-agency logo
better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

  • Marketing
calendly logo
calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn more

Related categories

  • Scheduling & Booking