Great AEP + Radius CRM
Create leads or clients in Radius CRM from new insurance appointments in Great AEP
Streamline your insurance practice with this Zap. Once it's active, you can leverage the appointment setting automations of Great AEP, and then have new leads sent automatically to Radius CRM.
Streamline your insurance practice with this Zap. Once it's active, you can leverage the appointment setting automations of Great AEP, and then have new leads sent automatically to Radius CRM.
- 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
