Great AEP + Vtiger CRM
Subscribe new Vtiger CRM leads to Great AEP campaigns
Want to make more sales with less work during enrollment periods like AEP, OEP, or ACA Open Enrollment? With the help of Zapier, this integration automatically adds new Vtiger CRM leads to enrollment campaigns within Great AEP. Great AEP then schedules appointments with the individual during the enrollment window.
Want to make more sales with less work during enrollment periods like AEP, OEP, or ACA Open Enrollment? With the help of Zapier, this integration automatically adds new Vtiger CRM leads to enrollment campaigns within Great AEP. Great AEP then schedules appointments with the individual during the enrollment window.
- When this happens...Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
- automatically do this!Add Contact to Specific Campaign
Creates a Contact to Specific Campaign in Great AEP.
- Free forever for core features
- 14 day trial for premium features & apps
About Great AEP
Great AEP is automated scheduling for insurance agents.
Related categories
About Vtiger CRM
Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.
