Connect Engage and Better Agency to Build Intelligent Automations

Choose a Trigger

Engage

When this happens...

Choose an Action

Better Agency

Automatically do this!

Enable Integrations or automations with these events of Engage and Better Agency

Enable Integrations or automations with these events of Engage and Better Agency

Actions

Create Customer

Create Customer

Adds a new customer to your Engage account.

Track User Event

Track User Event

Record an event on a user's profile in Engage.

List or Find Users

List or Find Users

Retrieve users from Engage — get all users or find a specific user by email or user ID.

Request a new Action for Engage

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Frequently Asked Questions

How do I start an integration between Engage and Better Agency?

To start, connect both your Engage and Better Agency accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in Better Agency (or vice versa).

Can we customize how data from Engage is recorded in Better Agency?

Absolutely. You can customize how Engage data is recorded in Better Agency. This includes choosing which data fields go into which fields of Better Agency, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Engage and Better Agency?

The data sync between Engage and Better Agency typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Engage to Better Agency?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Engage and Better Agency?

Yes, you can set conditional logic to control the flow of data between Engage and Better Agency. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Engage

About Engage

Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.

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Better Agency

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

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