Agency Elephant + EZLynx

Agency Elephant + EZLynx integrations

Create new EZLynx prospects when new leads are added to a group in Agency Elephant

Enhance your insurance agency's productivity with this dynamic workflow between Agency Elephant and EZLynx. Whenever a new lead is added into a group in Agency Elephant, a personal prospect is concurrently created in EZLynx, ensuring a seamless transition of data. This handily eliminates manual data entry, providing a polished solution that helps manage potential clients effectively and efficiently. Opt for this workflow to keep your client information updated and optimize your sales process.

When this happens...
New Lead Added to GroupTriggers when a new Lead is added to a Group.
TriggerInstant
automatically do this!
Create Personal ProspectCreates a new personal prospect.
ActionWrite

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More things you can do with Agency Elephant and EZLynx

Discover other triggers and actions you can use with Agency Elephant and EZLynx

- Event
  Required
- Pipeline Status
  Required
Trigger
Instant
Try It
- Event
  Required
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Lead ID
  Required
- Action
  Required
- Tags
  Required
Action
Write
- Select a group
  Required
- Select a tag
- Select Pipeline Status
Action
Write

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
Try It
New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
Try It

New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
Try It
New Document
Triggers when a new document is added.
Trigger
Instant
Try It
New Note
Triggers when a new note is added.
Trigger
Instant
Try It
Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
Try It
Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
Try It
- Business Name
  Required
- NAICS Code
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant Id
  Required
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search

- Event
  Required
- Tag
  Required
Trigger
Instant
Try It
New Group
Triggers when a new Group is created.
Trigger
Instant
Try It
- Lead ID
  Required
- Action
  Required
- Pipeline Status
  Required
Action
Write
- Lead ID
  Required
- Action
  Required
- Group
  Required
Action
Write
- Enter a keyword
  Required
- Select a group
Action
Search
Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
Try It
Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
Try It
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It
Modified Document
Triggers when a document is modified.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant Id
  Required
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business Name
  Required
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search

About Agency Elephant

Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.

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CRM (Customer Relationship Management)

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About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.