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Start with a template that brings Insurance Website Builder and Great AEP together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate Insurance Website Builder with Great AEP - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Insurance Website Builder.
Add your action
An action happens after the trigger—such as "Add Contact to Specific Campaign" in Great AEP.
You’re connected!
Zapier seamlessly connects Insurance Website Builder and Great AEP, 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.
- New Lead
Triggers when a form is filled on you insurance website builder website.
Try ItTriggerInstant - Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Try ItTriggerPolling - Select CampaignRequired
- Email
- Phone Number
ActionWrite
- New Appointment
Triggers when a new appointment is created in Great AEP.
Try ItTriggerPolling - Select CampaignRequired
- First Name
- Last Name
- Email
- Phone Number
ActionWrite- Email
- Phone Number
ActionWrite
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