Create commercial applicants in EZLynx with opportunities for new activities in Clio
Effortlessly manage your insurance business with this seamless workflow between Clio and EZLynx. Whenever a new activity occurs in Clio, this automation will create a commercial applicant with an opportunity in EZLynx, streamlining your lead tracking and ensuring you never miss a potential client. Enhance your efficiency and stay on top of new business opportunities with this easy-to-use integration.
Effortlessly manage your insurance business with this seamless workflow between Clio and EZLynx. Whenever a new activity occurs in Clio, this automation will create a commercial applicant with an opportunity in EZLynx, streamlining your lead tracking and ensuring you never miss a potential client. Enhance your efficiency and stay on top of new business opportunities with this easy-to-use integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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