Integrations referrizer Better Agency
referrizer + Better Agency

Connect referrizer and Better Agency to Build Intelligent Automations

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referrizer

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Better Agency

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Frequently Asked Questions

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

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

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

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

The data sync between referrizer 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 referrizer 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 referrizer and Better Agency?

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

referrizer

About referrizer

Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.

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Better Agency

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

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