Great AEP + NextAgency
Create leads and tasks in NextAgency from new Great AEP appointments
Great AEP automates appointment scheduling for insurance agents. With this integration, you can keep track of new appointments scheduled by Great AEP within NextAgency. Appointments with prospects show up on your calendar and NextAgency without any data entry!
Great AEP automates appointment scheduling for insurance agents. With this integration, you can keep track of new appointments scheduled by Great AEP within NextAgency. Appointments with prospects show up on your calendar and NextAgency without any data entry!
- When this happens...New Appointment
Triggers when a new appointment is created in Great AEP.
- automatically do this...Create Lead
will create lead in NextAgency.
- then do this!Create Task
Will create task in nextagency.
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New Appointment
Triggers when a new appointment is created in Great AEP.
Try ItSelect CampaignRequired
First Name
Last Name
Email
Phone Number
Email
Phone Number
Create Ticket
Triggers when new ticket is created.
Try It
Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Try ItSelect CampaignRequired
Email
Phone Number
Create Case
Triggers when a new case is created.
Try ItNameRequired
Last Name
Contact First Name
Contact Last Name
EmailRequired
Phone NumberRequired
Lead Source
Market SegmentRequired
Custom Fields
