Setting Up Your Better Agency Account
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      Connecting Your Better Agency Account to Zapier

      Zapier is a powerful tool that acts as a translator between different applications, allowing you to create automations when direct integrations are unavailable. Here's how you can connect your Better Agency account to Zapier and get started.

      Video Walkthrough:

      1. Understand Zapier’s Role

      Zapier connects two applications that don’t natively integrate, acting like a translator between them. For example, if someone speaks Portuguese and another person speaks English, Zapier acts as the intermediary that enables communication. In the same way, Zapier facilitates communication between apps by triggering actions based on specific events.

      2. Explore Better Agency’s Zapier Integration

      Better Agency provides a robust Zapier integration that offers extensive input and output capabilities. This means you can perform a variety of actions and triggers to create seamless workflows tailored to your business needs.

      3. Add Better Agency to Your Zapier Account

      1. Log in to Better Agency: Navigate to the app menu in your Better Agency account.
      2. Go to Apps: Select the option to add a connection.
      3. Search for Better Agency: In Zapier’s app search, look for “Better Agency.” Always select the latest version to ensure compatibility with the most up-to-date features.
      4. Add the Connection: Follow the prompts to add your Better Agency account to Zapier. If you use additional apps like Gravity Forms, JotForm, Slack, Google Sheets, or RingCentral, you can connect them as well.

      4. Create a Zap

      A Zap is a workflow in Zapier consisting of a trigger and an action.

      Example Workflow: Adding Leads to the Pipeline

      1. Define the Trigger:
        • Select a trigger app, such as Gravity Forms.
        • Specify the event (e.g., when someone fills out a form on your website).
      2. Set the Action:
        • Choose Better Agency as the action app.
        • Define what should happen next, such as adding the lead to Better Agency’s New Lead Pipeline stage.
      3. Test and Activate the Zap:
        • Follow Zapier’s instructions to connect accounts, test the workflow, and ensure it performs as expected.

      5. Customize Advanced Workflows

      If you have more complex needs, like multi-step workflows or adding delays, you can build intricate automations. For example:

      • Create a workflow that adds a new task to a team member’s calendar.
      • Delay a follow-up email by 24 hours.
      • Automatically update a Google Sheet with client data.

      Better Agency occasionally offers a service to help set up intricate workflows. Check with the support team to see if this service is currently available.

      6. Troubleshoot and Refine

      • If you encounter issues, revisit the setup steps or check Zapier’s documentation.
      • Better Agency’s support team is available to answer questions and provide guidance on optimizing your workflows.

      Integrating Better Agency with Zapier unlocks endless possibilities for automation, saving you time and ensuring accuracy in your workflows. Whether you’re managing leads, communicating with clients, or updating data across platforms, this integration empowers you to work smarter and focus on what matters most—building relationships and growing your agency.