IntegrationsrallyupBetter Agency
rallyup + Better Agency

Connect rallyup and Better Agency to Build Intelligent Automations

Choose a Trigger

rallyup

When this happens...

Choose an Action

Better Agency

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

Absolutely. You can customize how rallyup 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 rallyup and Better Agency?

The data sync between rallyup 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 rallyup 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 rallyup and Better Agency?

Yes, you can set conditional logic to control the flow of data between rallyup 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.

rallyup

About rallyup

RallyUp.com provides nonprofit organizations with their own branded platform for launching amazing virtual fundraising experiences.

Learn More
Better Agency

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Learn More