Better Agency + Seamless.AI

Create or update Better Agency prospects when new contacts emerge in Seamless AI

Simplify your workflow by linking Seamless AI and Better Agency. With this automation, every time you register a new contact in Seamless AI, it will instantly create or update a prospect in Better Agency. Say goodbye to manual data entry and focus on cultivating your new contacts. This workflow ensures your prospect information is always up-to-date, allowing you to manage your connections more effectively.

Simplify your workflow by linking Seamless AI and Better Agency. With this automation, every time you register a new contact in Seamless AI, it will instantly create or update a prospect in Better Agency. Say goodbye to manual data entry and focus on cultivating your new contacts. This workflow ensures your prospect information is always up-to-date, allowing you to manage your connections more effectively.

  1. When this happens...
    Seamless.AISeamless.AI
    New Contact

    Triggers when a new "My Contact" is researched in Seamless.AI.

    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
seamlessai logo
seamlessai logo

About Seamless.AI

Seamless.AI is a real-time B2B Sales search engine to find leads using the power of AI.

Related categories

  • Sales & CRM