Connect AgencyZoom and EZLynx to unlock the power of automation
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Set up your first integration
Quickly connect AgencyZoom to EZLynx with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate AgencyZoom with EZLynx - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Created" from AgencyZoom.
Add your action
An action happens after the trigger—such as "Update Commercial Applicant" in EZLynx.
You’re connected!
Zapier seamlessly connects AgencyZoom and EZLynx, 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.
- Lead Created
Triggers when a new Lead is added.
Try ItTriggerInstant - New Policy Sold
Triggers when a new policy is sold.
Try ItTriggerInstant - Business NameRequired
- Contact Name
ActionWrite- LeadRequired
ActionWrite
- Lead Status Change
Triggers when the status of a Lead changes.
Try ItTriggerInstant - TitleRequired
- Lead contact emailRequired
- Activity noteRequired
ActionWrite- Business NameRequired
ActionWrite- Business NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
ActionWrite
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Practical ways you can use AgencyZoom and EZLynx
Sync sold policies to EZLynx
When a new policy is marked as sold in AgencyZoom, use Zapier to automatically create a corresponding personal applicant with an opportunity in EZLynx. This helps business owners reduce manual data entry, ensures customer details remain consistent, and saves time for onboarding new clients.
Business Owner
Track document updates in EZLynx via AgencyZoom notes
When a document is modified in EZLynx, Zapier can create a note in AgencyZoom. This ensures IT teams can keep all stakeholders informed about updates while centralizing critical information across platforms.
ITLog new leads from EZLynx to AgencyZoom
When a new prospect is added in EZLynx, use Zapier to create a personal lines lead in AgencyZoom. This integration ensures your sales operations team has a clear overview of new opportunities and reduces the chances of missing out on leads.
Sales Ops
Frequently Asked Questions about AgencyZoom + EZLynx integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AgencyZoom and EZLynx
How do I set up the integration between AgencyZoom and EZLynx?
To set up the integration, first ensure both AgencyZoom and EZLynx accounts are active. Access our platform, navigate to 'Integrations', select AgencyZoom and EZLynx, and follow the provided setup instructions. You may need API keys from both applications.
What triggers are available with the AgencyZoom and EZLynx integration?
Our integration allows you to trigger actions based on events like 'New Lead Created' in AgencyZoom or 'Policy Updated' in EZLynx, facilitating seamless data flow between the platforms.
What actions can be automated with the integration?
You can automate actions such as updating lead details in EZLynx when a new lead is created in AgencyZoom or adding a note in AgencyZoom when policy details change in EZLynx.
Do I need coding skills to integrate these platforms?
No coding skills are required. The integration is user-friendly and designed for simple configuration through our interface. Just follow the step-by-step guide.
Can I customize what data gets synced between AgencyZoom and EZLynx?
Yes, you can customize data syncing according to specific business needs. Choose what information should be transferred based on available triggers and actions within our platform.
Is there a limit on how many triggers or actions I can set up?
There is no inherent limit on the number of triggers or actions you can configure. However, it's important to stay within your subscription plan's usage limits.
How do I troubleshoot if my integration isn't working as expected?
First, check if all API connections are active and credentials haven't changed. Review your trigger-action configurations for errors. Our support team is available for additional assistance if needed.
