Question 1

What manual work in Better Agency can be automated?

Accepted Answer

Common automations around Better Agency include syncing newly created or updated contacts to other tools, triggering workflows when records meet certain conditions, and pushing data from external sources into Better Agency without manual entry. You can also automate the process of exporting contact lists or specific record data to spreadsheets or downstream systems. The key is identifying repeating data-entry or data-movement tasks that happen after contacts are added or modified in Better Agency.

Question 2

How does data flow between Better Agency and other business tools?

Accepted Answer

Better Agency typically connects to other platforms through API integrations or webhooks, allowing you to send contact records and field data out to external tools or receive data from them into Better Agency. When a contact is created or updated in Better Agency, that event can trigger a sync to a spreadsheet, email system, or other platform. Conversely, data from external sources like forms or databases can be mapped and pushed into Better Agency contact records to keep information synchronized across your tools.

Question 3

What are common issues when automating Better Agency workflows?

Accepted Answer

Field mapping mismatches are a frequent problem, where fields in Better Agency don't align with the names or formats expected by connected tools, causing data to drop or fail validation. Duplicate contact records can also create problems if automation doesn't check for existing entries before syncing new data. Another gotcha is timing: if automations run before all required Better Agency fields are populated, data may be incomplete or incorrect when it flows to other systems.

Question 4

How should Better Agency be organized for reliable automations?

Accepted Answer

Start by standardizing your contact fields and ensuring all critical information is mapped consistently within Better Agency before building automations. Create clear naming conventions for custom fields and contact statuses so automations can reliably identify and filter records. Test automation rules against a sample of your existing contacts first to catch mapping or logic errors before applying them to your full database.

Automate the manual work in Better Agency

Better Agency by the numbers

Top 5 Better Agency friction points when done manually

Syncing Better Agency client updates across spreadsheets

Pulling Better Agency reports for client invoicing

Reconciling Better Agency contacts with email lists

Transferring Better Agency project data to timesheets

Chasing Better Agency data entry from team members

What you can automate in Better Agency

Add prospects to Better Agency from new Gmail emails

Create Better Agency prospects with new leads in Insurance Website Builder

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

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

Tools commonly connected to Better Agency

Better Agency Automation questions

Ready to automate your work in Better Agency?