AgencyZoom + EZLynx + Filter by Zapier

Create commercial applicants in EZLynx for new business leads in AgencyZoom

Reduce double-entry in AgencyZoom and EZLynx. This integration creates commercial applicants in EZLynx when new Leads of type business are created in AgencyZoom.

When this happens...
Lead Created
Triggers when a new Lead is added.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

- Only continue if...Required
Action
Filter
Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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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
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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 IdRequired
- 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 NameRequired
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- 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 IdRequired
- Discussion TitleRequired
- Note DescriptionRequired
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- 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

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search
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 NameRequired
- NAICS Code
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Initial
- Last NameRequired
- 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 IdRequired
- Document NameRequired
- Document-(blob file/doc file)Required
- Folder Path
Action
Write
- Prefix
- First NameRequired
- Middle Initial
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- 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 IdRequired
- 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

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About EZLynx

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

PRODUCTS

CAPABILITIES

By team

AgencyZoom + EZLynx + Filter by Zapier

Create commercial applicants in EZLynx for new business leads in AgencyZoom

Lead Created

New Policy Sold

Create Business Lead

Contact Name

Update Lead

LeadRequired

Create Task

TitleRequired

Assigned ToRequired

Contact (lead or customer) emailRequired

TypeRequired

Comments

Task Date (and time)Required

Only continue if...

Only continue if...Required

Modified Applicant

Modified Commercial Applicant

Modified Commercial Prospect

Modified Document

New Opportunity

New Prospect

Update Commercial Applicant

Applicant IdRequired

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

Create Commercial Prospect

Business NameRequired

Website URL

Address Line 1Required

Address Line 2

CityRequired

StateRequired

ZipRequired

Phone

Extension

Fax

Email

First NameRequired

Middle Name

Last NameRequired

Home Phone

Mobile Phone

Work Phone

Personal Email

Work Email

First Name

Middle Name

Last Name

Assigned Username

X Date

Notes

Source

Create Note

Applicant IdRequired

Discussion TitleRequired

Note DescriptionRequired

Labels

Policy Number

Task Assignee

Task due Date

Reminder Date