Create or update Better Agency prospects from new EZLynx applicants
Streamline your insurance sales process with this EZLynx to Better Agency workflow. When there's a new applicant in EZLynx, it sets off a process to create or update a prospect in Better Agency. As a result, you have an efficient, seamless way to keep track of potential clients, freeing up more time for you to focus on other important aspects of your business.
Streamline your insurance sales process with this EZLynx to Better Agency workflow. When there's a new applicant in EZLynx, it sets off a process to create or update a prospect in Better Agency. As a result, you have an efficient, seamless way to keep track of potential clients, freeing up more time for you to focus on other important aspects of your business.
- When this happens...New Applicant
Triggers when a new applicant is added.
- automatically do this!Create/Update a Prospect
Prospect Form to create update a prospect
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