Better Agency and Salesflare
How to connect Better Agency
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Contact Added in Better Agency, find or create contact in Salesflare.
- When new Note Created in Better Agency, create internal note in Salesflare.
- When new Tag Added to Contact in Better Agency, find or create contact in Salesflare.
- When new Task Created in Better Agency, create task in Salesflare.
About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Better Agency operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Contact Added — Triggers when a new contact is added in Better Agency.
- New Note Created — Triggers when new note created.
- New Tag Added to Contact — Triggers when a new tag is added to a contact.
- New Task Created — Triggers when new task created.
- Opportunity Stage Move — Triggers when an opportunity is moved into a specific stage.
Show 2 more triggers
- Renewal Pipeline Stage Move — Triggers when a renewal pipeline opportunity is moved into a specific stage.
- Service Pipeline Stage Move — Triggers when an Service Pipeline opportunity is moved into a specific stage.
Actions (3)
Things Salesflare can make it do
- Create Service Request — Create Service Request and claim.
- Create/Update a Client — Client Form to create update a client
- Create/Update a Prospect — Prospect Form to create update a prospect
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