Better Agency + Canopy Connect
Better Agency + Canopy Connect
Create or update Better Agency prospects from completed Canopy Connect pulls
Effortlessly manage your sales pipeline by connecting Canopy Connect and Better Agency. With this workflow, each time a pull is completed in Canopy Connect, a prospect will be created or updated in Better Agency. Streamline your process and ensure you always have the latest information on potential clients, making it easier to convert them into customers.
- When this happens...Pull CompletedTriggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Create/Update a ProspectProspect Form to create update a prospect
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More things you can do with Canopy Connect and Better Agency
Discover other triggers and actions you can use with Canopy Connect and Better Agency
- Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItTriggerInstant - Note Type
- Assigned Owner
Try ItTriggerPolling- Assigned Owner
- Task priority
- Task due date
Try ItTriggerPolling- Pipeline StageRequired
- Assigned Owner
Try ItTriggerPolling
- New Contact Added
Triggers when a new contact is added in Better Agency.
Try ItTriggerPolling - TagRequired
Try ItTriggerPolling- Pipeline StageRequired
- Assigned Owner
Try ItTriggerPolling- Pipeline StageRequired
- Assigned Owner
Try ItTriggerPolling
