Great AEP is automated scheduling for insurance agents.
Zapier lets you send info between AddEvent and Great AEP automatically — no code required. You can do more than just connecting 2 apps — you can automate entire processes from beginning to end!
When you have created an event that requires RSVP, you can transfer the collected information entered by the attendee automatically to e.g. a contact list.
When your users RSVP for your event, use your connected Mail provider to send a confirmation email. Use AddEvent's automated "add-to-calendar" functionality to create "add-to-calendar" links and embed that inside the confirmation email.
When your users sign up for e.g. one of your appointments, automatically create the event inside your AddEvent calendar and display the appointments using AddEvent's embeddable calendar.
Connecting AddEvent and Great AEP is simple using Zapier.
The process below takes around 5 minutes to set up.
Authenticate AddEvent + Great AEP.
Pick one of the apps as a trigger, which will kick off your automation.
Choose a resulting action from the other app.
Select the data you want to send from one app to the other.