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EZLynx Integrations

CRM (Customer Relationship Management)

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Integrate AgencyZoom with EZLynx

AgencyZoom

CRM (Customer Relationship Management)
Integrate Filter by Zapier with EZLynx

Filter by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with EZLynx

Webhooks by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with EZLynx

Formatter by Zapier

Documents, Zapier
Integrate Paths by Zapier with EZLynx

Paths by Zapier

Developer Tools, Zapier
Integrate Google Sheets with EZLynx

Google Sheets

Google, Spreadsheets
Integrate RingCentral with EZLynx

RingCentral

Phone & SMS
Integrate Microsoft Excel with EZLynx

Microsoft Excel

Microsoft, Spreadsheets
Integrate Better Agency with EZLynx

Better Agency

Marketing
Integrate AgencyZoom with EZLynx

AgencyZoom

CRM (Customer Relationship Management)
Integrate Filter by Zapier with EZLynx

Filter by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with EZLynx

Webhooks by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with EZLynx

Formatter by Zapier

Documents, Zapier
Integrate Paths by Zapier with EZLynx

Paths by Zapier

Developer Tools, Zapier
Integrate Google Sheets with EZLynx

Google Sheets

Google, Spreadsheets
Integrate AgencyZoom with EZLynx

AgencyZoom

CRM (Customer Relationship Management)
Integrate Filter by Zapier with EZLynx

Filter by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with EZLynx

Webhooks by Zapier

Developer Tools, Zapier

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Popular ways to use EZLynx workflows

  • Create customers in QuickBooks Online from new EZLynx commercial applicants

    Premium
    • EZLynx logo
    • QuickBooks Online logo
    EZLynx + QuickBooks Online
    More details
    1. When this happens

      Step 1: New Commercial Applicant

    2. Then do this

      Step 2: Create Customer

    Create customers in QuickBooks Online from new EZLynx commercial applicants

    Premium
    Create customers in QuickBooks Online from new EZLynx commercial applicants
    • EZLynx logo
    • QuickBooks Online logo
    EZLynx + QuickBooks Online
  • Create tasks in Google Tasks from new EZLynx applicants

    • EZLynx logo
    • Google Tasks logo
    EZLynx + Google Tasks
    More details
    1. When this happens

      Step 1: New Applicant

    2. Then do this

      Step 2: Create Task

  • Create EZLynx personal applicants from new Keap Max Classic contacts

    Premium
    • Keap Max Classic logo
    • EZLynx logo
    Keap Max Classic + EZLynx
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Create Personal Applicant With Opportunity

  • Create personal leads in AgencyZoom for new EZLynx applicants

    • EZLynx logo
    • AgencyZoom logo
    EZLynx + AgencyZoom
    More details
    1. When this happens

      Step 1: New Applicant

    2. Then do this

      Step 2: Create Personal Lead

  • Create personal applicants in EZLynx for new personal leads in AgencyZoom

    • AgencyZoom logo
    • Filter by Zapier logo
    • EZLynx logo
    AgencyZoom + Filter by Zapier + EZLynx
    More details
    1. When this happens

      Step 1: Lead Created

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Create Personal Applicant With Opportunity

  • Create commercial applicants in EZLynx for new business leads in AgencyZoom

    • AgencyZoom logo
    • Filter by Zapier logo
    • EZLynx logo
    AgencyZoom + Filter by Zapier + EZLynx
    More details
    1. When this happens

      Step 1: Lead Created

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Create Commercial Applicant With Opportunity

  • Send messages in Slack for new EZLynx Applicants

    • EZLynx logo
    • Slack logo
    EZLynx + Slack
    More details
    1. When this happens

      Step 1: New Applicant

    2. Then do this

      Step 2: Send Channel Message

  • Send Microsoft Teams messages for new EZLynx opportunities

    • EZLynx logo
    • Microsoft Teams logo
    EZLynx + Microsoft Teams
    More details
    1. When this happens

      Step 1: New Opportunity

    2. Then do this

      Step 2: Send Channel Message

Supported triggers and actions

What does this mean?
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About EZLynx

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

Related categories

  • CRM (Customer Relationship Management)

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