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  • EZLynx logoEZLynx logo

Canopy Connect + EZLynx

Create personal prospects in EZLynx from completed pulls in Canopy Connect

Effortlessly manage your prospects by connecting Canopy Connect and EZLynx with this intuitive workflow. Whenever a pull is completed in Canopy Connect, a personal prospect will be created in EZLynx, streamlining your data entry process and helping you focus more on growing your business. This seamless integration ensures a more organized and efficient approach to handling your leads.

Effortlessly manage your prospects by connecting Canopy Connect and EZLynx with this intuitive workflow. Whenever a pull is completed in Canopy Connect, a personal prospect will be created in EZLynx, streamlining your data entry process and helping you focus more on growing your business. This seamless integration ensures a more organized and efficient approach to handling your leads.

  1. When this happens...
    Canopy ConnectCanopy Connect
    Pull Completed

    Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.

    TriggerInstant
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Prospect

    Creates a new personal prospect.

    ActionWrite
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Supported triggers and actions

  • Canopy Connect triggers, actions, and search

    Pull Completed

    Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Applicant

    Triggers when an applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Applicant

    Triggers when a commercial applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Prospect

    Triggers when a commercial prospect is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Prospect

    Triggers when a new commercial prospect is added.

    Trigger
    Instant
    Try It
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About Canopy Connect

Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.

Related categories

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ezlynx logo

About EZLynx

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