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Google Sheets + Great AEP

Google Sheets + Great AEP

Google Sheets + Great AEP integrations

Save new appointments scheduled via Great AEP to Google Sheets rows

Using Google Sheets to keep track of your insurance sales activities? With this automation, your appointments will show up automatically in a specified Google Sheets spreadsheet as soon as they are scheduled. This Zap lets you leverage the power of Google Sheets, connected to the automation of Great AEP.

  1. When this happens...
    New Appointment
    New Appointment
    New AppointmentTriggers when a new appointment is created in Great AEP.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Great AEP and Google Sheets

Discover other triggers and actions you can use with Great AEP and Google Sheets

  • Great AEP triggers, actions, and search
    New Appointment

    Triggers when a new appointment is created in Great AEP.

    Trigger
    Polling
    Try It
    • Select Campaign
      Required
    • First Name
    • Last Name
    • Email
    • Phone Number
    Action
    Write
    • Email
    • Phone Number
    Action
    Write
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
  • Great AEP triggers, actions, and search
    Fetch Signed Documents

    Triggers when a new documentation is signed in Great AEP.

    Trigger
    Polling
    Try It
    • Select Campaign
      Required
    • Email
    • Phone Number
    Action
    Write
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Great AEP
Great AEP is automated scheduling for insurance agents.
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