Great AEP and Salesflare
How to connect Great AEP
- Via Zapier — 5 operations available. Set it up ↗
What you can automate
- When new Appointment in Great AEP, create meeting, then create call in Salesflare.
About Great AEP
Great AEP is automated scheduling for insurance agents.
Great AEP operations on Zapier
Triggers (2)
Start a workflow when this happens
- Fetch Signed Documents — Triggers when a new documentation is signed in Great AEP.
- New Appointment — Triggers when a new appointment is created in Great AEP.
Actions (3)
Things Salesflare can make it do
- Add Contact to Specific Campaign — Creates a Contact to Specific Campaign in Great AEP.
- Archive Contact From All Campaigns — Archives a Contact from All Campaigns in Great AEP.
- Archive Contact From Specific Campaign — Archives a Contact from Specific Campaign in Great AEP.
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