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CalGet + Great AEP
Seamlessly integrate CalGet with Great AEP to enhance your scheduling workflow. This powerful combination allows you to streamline your calendar management, boost productivity, and provide a superior experience for your clients and team members.
About Great AEP
Great AEP is automated scheduling for insurance agents.
CalGet and Great AEP
Zapier lets you effortlessly connect CalGet with Great AEP, automating your workflows without the need for coding. By integrating these apps, you can streamline your processes, synchronize data, and enhance your productivity from start to finish. Whether it's managing events, sending notifications, or tracking engagement, this connection allows you to get more done with less effort.
Key Benefits
Seamless Integration
Automate data transfer between Great AEP and CalGet
Error Reduction
Eliminate manual data entry and reduce errors
Time Efficiency
Save time and increase productivity
Customization
Customize workflows to fit your specific needs
Popular Use Cases
Create Event in CalGet
Automatically create a new event in CalGet when a specific action occurs in Great AEP. For example, when a new item is created or updated in Great AEP, a corresponding event can be scheduled in CalGet, ensuring your calendar reflects your Great AEP activities.
Trigger Action in Great AEP
Set up automated actions in Great AEP when an attendee RSVPs to your CalGet event. This could include updating records, creating new entries, sending notifications, or modifying data in Great AEP based on CalGet RSVP responses.
How to Connect Great AEP and CalGet
Connecting Great AEP and CalGet is simple using Zapier. The process below takes around 5 minutes to set up.
- 1 Authenticate Great AEP and CalGet with Zapier
- 2 Pick one of the apps as a trigger, which will kick off your automation
- 3 Choose a resulting action from the other app
- 4 Select the data you want to send from one app to the other
