NextAgency and Salesflare
How to connect NextAgency
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When new Task in Salesflare, create Task in NextAgency.
About NextAgency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
NextAgency operations on Zapier
Triggers (3)
Start a workflow when this happens
- Create Case — Triggers when a new case is created.
- Create Contact — Triggers when a new contact is created.
- Create Ticket — Triggers when new ticket is created.
Actions (5)
Things Salesflare can make it do
- Create Lead — will create lead in NextAgency.
- Create Task — Will create task in nextagency.
- Save Form Stack Entry — Save Form stack Entries
- Save Google Form Entry — Save google form entry
- Save Type Form Entry — Save Type Form Entry
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