Great AEP + Zoho CRM

Add new or updated Zoho CRM contacts to a Great AEP campaign

Easily keep your Great AEP campaign contact list updated with this seamless workflow. Whenever a new or updated contact is detected in your Zoho CRM app, they will be added to a specific campaign in Great AEP. This automation ensures that your campaigns always stay up-to-date with the latest contact information, making it easier for you to reach out to potential clients and grow your business.

Easily keep your Great AEP campaign contact list updated with this seamless workflow. Whenever a new or updated contact is detected in your Zoho CRM app, they will be added to a specific campaign in Great AEP. This automation ensures that your campaigns always stay up-to-date with the latest contact information, making it easier for you to reach out to potential clients and grow your business.

  1. When this happens...
    Zoho CRMZoho CRM
    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    TriggerPolling
  2. automatically do this!
    Great AEPGreat AEP
    Add Contact to Specific Campaign

    Creates a Contact to Specific Campaign in Great AEP.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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great-aep logo

About Great AEP

Great AEP is automated scheduling for insurance agents.

Related categories

  • Scheduling & Booking
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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