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Choose an Action

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Quickly connect Great AEP to Klaviyo with a Zapier template.

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Add new Klaviyo events to Great AEP campaigns as contacts
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Klaviyo + Great AEP

Add new Klaviyo events to Great AEP campaigns as contacts

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Klaviyo + Great AEP

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Zapier makes it easy to integrate Great AEP with Klaviyo - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Great AEP.

Add your action

An action happens after the trigger—such as "Add Profile to List" in Klaviyo.

You’re connected!

Zapier seamlessly connects Great AEP and Klaviyo, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Appointment
Triggers when a new appointment is created in Great AEP.
Trigger
Polling
Try It
- Select Campaign
  Required
- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Email
- Phone Number
Action
Write
- Audience Type
Trigger
Polling
Try It
- Profile ID
  Required
- List
  Required
Action
Write

- Tag
  Required
- Segment
  Required
Action
Write
- Email
- First Name
- Last Name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- Consent to subscribe to Channel
- SMS Subscription Type
Action
Write

- List
  Required
- Profile ID
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Profile ID
  Required
- Email
- First Name
- Last Name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- List
  Required
Action
Write
- Identifiers_note
- Profile ID
  Required
- Email
- Phone_number
- Consent_note
- Consent to subscribe to Channel
- SMS Subscription Type
- List
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- List Name
  Required
Action
Search
- Search_note
  Required
- Email
- Phone_number
- Secondary Search by Phone Number
- List
Action
Search
- Search_note
  Required
- Email
- Phone_number
- Secondary Search by Phone Number
- List
- First Name
- Last Name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Search or write

Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Trigger
Polling
Try It
- Select Campaign
  Required
- Email
- Phone Number
Action
Write
- Metric
Trigger
Polling
Try It
- Channel
Trigger
Polling
Try It
- Tag
  Required
- List
  Required
Action
Write
- List Name
  Required
Action
Write
- Metric
  Required
- Email
- Event_id
- Value
- Time
- Custom Event Properties
Action
Write
- Tag
  Required
- List
  Required
Action
Write
- Campaign ID
  Required
Action
Write
- List
- Email
- First Name
- Last Name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Write
- Email
- Phone_number
- SMS Subscription Type (only when SMS number is provided)
- Attributes_note
- Profiles_note
Action
Write
- List Name
  Required
- Channel
- Status
Action
Search
- List Name
  Required
Action
Search
- List Name
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Great AEP and Klaviyo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Klaviyo on the Zapier blog

Make work flow with AI

Level up your Great AEP to Klaviyo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Great AEP

Great AEP is automated scheduling for insurance agents.

HelpHelp

Related categories

Scheduling & Booking

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Great AEP and Klaviyo to unlock the power of automation

Set up your first integration

Add new Klaviyo events to Great AEP campaigns as contacts

Add new Klaviyo events to Great AEP campaigns as contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Great AEP and Klaviyo to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Klaviyo on the Zapier blog

5 ways to automate Klaviyo with Zapier

Make work flow with AI

Connect Great AEP to Klaviyo on the world's largest no-code automation platform