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Great AEP - Existing AgencyBloc Individual
“Anytime a new appointment is created in Great AEP, get individual by email and name in AgencyBloc and create activity in AgencyBloc.”
created by
Sam Zobel
How Zapier works (57 sec)
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Trusted at companies large and small
This Zap works in 3 steps …
Step 1 - Trigger
Anytime a new appointment is created in Your App
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Step 2 - Action
Get individual by email and name in AgencyBloc
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Step 3 - Action
Create activity in AgencyBloc
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1.5 minutes to set up
Get back 1.2 hrs /week
3 people use this app pairing
This Zap uses the following 2 apps
Great AEP
Great AEP is automated scheduling for insurance agents.
AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Great AEP + AgencyBloc
Check out all the other ways you can connect Great AEP and AgencyBloc.
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