Great AEP + Radius CRM
Create Radius CRM leads/clients from new Great AEP appointments
Effortlessly streamline your lead management. Whenever a new appointment is scheduled in the Great AEP app, this workflow swiftly establishes a lead or client in the Radius CRM. This process ensures speedier lead capture and customer management, making your workflow more efficient and easing the burden of manual data entry.
Effortlessly streamline your lead management. Whenever a new appointment is scheduled in the Great AEP app, this workflow swiftly establishes a lead or client in the Radius CRM. This process ensures speedier lead capture and customer management, making your workflow more efficient and easing the burden of manual data entry.
- When this happens...New Appointment
Triggers when a new appointment is created in Great AEP.
- automatically do this!Create Lead/Client
Create a Lead or Client in Radius
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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
Update Lead/Client
Update an existing lead or client record in Radius.
Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Try ItSelect CampaignRequired
Email
Phone Number
Create Lead/Client
Create a Lead or Client in Radius
