Better Agency + Instapage

Create or update Better Agency clients from new Instapage form submissions

Easily manage your client database by connecting Instapage and Better Agency with this seamless workflow. Whenever a form is submitted on Instapage, the information will be used to create or update a client in Better Agency. This automation saves you time on manual data entry, ensuring that your client information is always up to date in real-time.

When this happens...
Form Submission
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create/Update a Client
Client Form to create update a client
ActionWrite

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Supported triggers and actions

- PageRequired
- Help Text
Trigger
Instant
Try It
- 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
- Choose TypeRequired
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket TitleRequired
- Ticket NoteRequired
- Assign Owner
- Start Campaign
Action
Write

- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Pipeline Stage
- Lead Source
- Referral Partner
- Policy Type
- Campagin
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Sales Title
- Sales Details
- Additional Notes
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

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
- Pipeline StageRequired
- Assigned Owner
Trigger
Polling
Try It
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy TypeRequired
- Policy Number
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

Marketing

About Instapage

Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.

Learn more