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Connect Great AEP and Radius CRM to power AI-driven automation

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How Zapier works

Zapier makes it easy to integrate Great AEP with Radius CRM - no code necessary. See how you can get setup in minutes.

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Great AEP
Great AEP logo
Great AEP
1. Choose trigger event
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Radius CRM
Radius CRM logo
Radius CRM
2. Choose action
Great AEP logo
1. Select the event
Setup
Test
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Great AEP
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Great AEP.

Add your action

An action happens after the trigger—such as "Create Lead/Client" in Radius CRM.

You’re connected!

Zapier seamlessly connects Great AEP and Radius CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • 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
  • Radius CRM triggers, actions, and search
    Update Lead/Client

    Update an existing lead or client record in Radius.

    Action
    Write
  • 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
  • Radius CRM triggers, actions, and search
    Create Lead/Client

    Create a Lead or Client in Radius

    Action
    Write

For AI agents & developers

Use Great AEP and Radius CRM with AI agents and code

Beyond Zap workflows. Call Great AEP and Radius CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Great AEP and Radius CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

  • Add Contact to Specific Campaign
  • Create Lead/Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP
Typescript

Call from code with the Zapier SDK

Trigger Great AEP and Radius CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* great-aep / radius-crm action */ });
Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Great AEP and Radius CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Great AEP to Radius CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About Great AEP
Great AEP is automated scheduling for insurance agents.
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Related categories
Scheduling & Booking
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About Radius CRM
Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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Related categories
CRM (Customer Relationship Management)
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