Great AEP + Teamleader Focus

Great AEP + Teamleader Focus integrations

Add new companies in Teamleader Focus to specific campaign contacts in Great AEP

Easily stay connected with your new clients by streamlining the process of adding them to your Great AEP campaigns. With this workflow, whenever you add a new company in Teamleader Focus, they will be automatically added to a specific campaign in Great AEP. Save time, reduce manual work, and ensure consistent communication with your clients by automating your marketing process.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Add Contact to Specific CampaignCreates a Contact to Specific Campaign in Great AEP.
ActionWrite

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More things you can do with Teamleader Focus and Great AEP

Discover other triggers and actions you can use with Teamleader Focus and Great AEP

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last name
  Required
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
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

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company name
  Required
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
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

About Great AEP

Great AEP is automated scheduling for insurance agents.

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Related categories

Scheduling & Booking

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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