Better Agency Integrations

Do more with Better Agency integrations

Zapier lets you connect Better Agency with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Gravity Forms

Forms & Surveys, WordPress

Giphy

Images & Design

EZLynx

CRM (Customer Relationship Management)

Google Forms (Legacy)

Forms & Surveys, Google

Mailparser

InsuranceXDate

Business Intelligence

Referral Rock

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Gravity Forms

Forms & Surveys, WordPress

Giphy

Images & Design

EZLynx

CRM (Customer Relationship Management)

Google Forms (Legacy)

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Gravity Forms

Forms & Surveys, WordPress

Giphy

Images & Design

EZLynx

CRM (Customer Relationship Management)

Google Forms (Legacy)

Forms & Surveys, Google

Mailparser

InsuranceXDate

Business Intelligence

Referral Rock

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Better Agency integrations with Zapier's templates

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate
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InsuranceXDate + Better Agency
Create/Update clients in Better Agency from new submissions in Jotform
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Jotform + Better Agency
Enroll contacts in NiceJob when opportunity stages move in Better Agency
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Better Agency + NiceJob
Create service requests in Better Agency for new Jotform submissions
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Jotform + Better Agency
Create Better Agency prospects with new leads in Insurance Website Builder
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Insurance Website Builder + Better Agency
Add prospects to Better Agency from new Gmail emails
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Gmail + Better Agency

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

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InsuranceXDate + Better Agency

Create/Update clients in Better Agency from new submissions in Jotform

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Jotform + Better Agency

Enroll contacts in NiceJob when opportunity stages move in Better Agency

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Better Agency + NiceJob

Create service requests in Better Agency for new Jotform submissions

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Jotform + Better Agency

Create Better Agency prospects with new leads in Insurance Website Builder

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Insurance Website Builder + Better Agency

Add prospects to Better Agency from new Gmail emails

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Gmail + Better Agency

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

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Better Agency + Google Sheets

Send channel messages in Slack for new contacts added in Better Agency

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Better Agency + Slack

Create/Update prospects in Better Agency from new leads in Facebook Leads Ads

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Facebook Lead Ads + Better Agency

Create/Update prospects in Better Agency from new form submissions in Gravity Forms

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Gravity Forms + Better Agency

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

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Acuity Scheduling + Better Agency

Create personal prospects in EZLynx from new contacts added in Better Agency

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Better Agency + EZLynx

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency
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Better Agency + Google Sheets
Send channel messages in Slack for new contacts added in Better Agency
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Better Agency + Slack
Create/Update prospects in Better Agency from new leads in Facebook Leads Ads
Premium
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Facebook Lead Ads + Better Agency
Create/Update prospects in Better Agency from new form submissions in Gravity Forms
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Gravity Forms + Better Agency
Create/Update prospects in Better Agency from new appointment in Acuity Scheduling
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Acuity Scheduling + Better Agency
Create personal prospects in EZLynx from new contacts added in Better Agency
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Better Agency + EZLynx

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Polling
Try It
- Tag
  Required
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy Type
- 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

- Note Type
- Assigned Owner
Trigger
Polling
Try It
- Assigned Owner
- Task priority
- Task due date
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Choose Type
  Required
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket Title
  Required
- Ticket Note
  Required
- 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

Better Agency Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

HelpHelp

Related categories

Marketing

Better Agency Integrations

Do more with Better Agency integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Better Agency integrations with Zapier's templates

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Create/Update clients in Better Agency from new submissions in Jotform

Enroll contacts in NiceJob when opportunity stages move in Better Agency

Create service requests in Better Agency for new Jotform submissions

Create Better Agency prospects with new leads in Insurance Website Builder

Add prospects to Better Agency from new Gmail emails

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Create/Update clients in Better Agency from new submissions in Jotform

Enroll contacts in NiceJob when opportunity stages move in Better Agency

Create service requests in Better Agency for new Jotform submissions

Create Better Agency prospects with new leads in Insurance Website Builder

Add prospects to Better Agency from new Gmail emails

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

Send channel messages in Slack for new contacts added in Better Agency

Create/Update prospects in Better Agency from new leads in Facebook Leads Ads

Create/Update prospects in Better Agency from new form submissions in Gravity Forms

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

Create personal prospects in EZLynx from new contacts added in Better Agency

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

Send channel messages in Slack for new contacts added in Better Agency

Create/Update prospects in Better Agency from new leads in Facebook Leads Ads

Create/Update prospects in Better Agency from new form submissions in Gravity Forms

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

Create personal prospects in EZLynx from new contacts added in Better Agency

Supported triggers and actions

Better Agency Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Better Agency Integrations

Popular Better Agency Integrations

Better Agency Integrations

Do more with Better Agency integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Create/Update clients in Better Agency from new submissions in Jotform

Enroll contacts in NiceJob when opportunity stages move in Better Agency

Create service requests in Better Agency for new Jotform submissions

Create Better Agency prospects with new leads in Insurance Website Builder

Add prospects to Better Agency from new Gmail emails

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Create/Update clients in Better Agency from new submissions in Jotform

Enroll contacts in NiceJob when opportunity stages move in Better Agency

Create service requests in Better Agency for new Jotform submissions

Create Better Agency prospects with new leads in Insurance Website Builder

Add prospects to Better Agency from new Gmail emails

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

Send channel messages in Slack for new contacts added in Better Agency

Create/Update prospects in Better Agency from new leads in Facebook Leads Ads

Create/Update prospects in Better Agency from new form submissions in Gravity Forms

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

Create personal prospects in EZLynx from new contacts added in Better Agency

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

Send channel messages in Slack for new contacts added in Better Agency

Create/Update prospects in Better Agency from new leads in Facebook Leads Ads

Create/Update prospects in Better Agency from new form submissions in Gravity Forms

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

Create personal prospects in EZLynx from new contacts added in Better Agency

Better Agency Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Better Agency Integrations

Popular Better Agency Integrations

Connect Your App Accounts to Zapier