Create individuals and activities in AgencyBloc from new Great AEP appointments
Great AEP automates appointment scheduling for insurance agents. With this integration, you can keep track of new appointments scheduled by Great AEP within AgencyBloc. Appointments with prospects show up on your calendar—and AgencyBloc—like magic!
Great AEP automates appointment scheduling for insurance agents. With this integration, you can keep track of new appointments scheduled by Great AEP within AgencyBloc. Appointments with prospects show up on your calendar—and AgencyBloc—like magic!
- When this happens...New Appointment
Triggers when a new appointment is created in Great AEP.
- automatically do this...Create Individual
Creates an Individual in AgencyBloc.
- then do this!Create Activity
Creates an Activity in AgencyBloc.
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