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AgencyZoom + EZLynx

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

This integration lets you skip the tedious data entry chores and get straight to converting prospects. Once it's active, this zap will automatically create a personal applicant in your Ezlynx account as soon as a new lead is added to AgencyZoom.

This integration lets you skip the tedious data entry chores and get straight to converting prospects. Once it's active, this zap will automatically create a personal applicant in your Ezlynx account as soon as a new lead is added to AgencyZoom.

  1. When this happens...
    AgencyZoomAgencyZoom
    Lead Created

    Triggers when a new Lead is added.

    TriggerInstant
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Applicant With Opportunity

    Creates a new personal applicant with opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AgencyZoom triggers, actions, and 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
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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ezlynx logo

About EZLynx

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

Related categories

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