EZLynx Integrations

CRM (Customer Relationship Management)

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AgencyZoom

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

RingCentral

Phone & SMS

Microsoft Excel

Microsoft, Spreadsheets

Canopy Connect

Website & App Building

AgencyZoom

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

AgencyZoom

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

RingCentral

Phone & SMS

Microsoft Excel

Microsoft, Spreadsheets

Canopy Connect

Website & App Building

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Quickly automate EZLynx integrations with Zapier's templates

Create personal leads in AgencyZoom for new EZLynx applicants
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EZLynx + AgencyZoom
Create personal applicants in EZLynx for new personal leads in AgencyZoom
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AgencyZoom + Filter by Zapier + EZLynx
Create new EZLynx applicants with opportunities from new Jotform submissions
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Jotform + EZLynx
Create commercial applicants in EZLynx for new business leads in AgencyZoom
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AgencyZoom + Filter by Zapier + EZLynx
Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads
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AgencyZoom + EZLynx
Create customers in QuickBooks Online from new EZLynx commercial applicants
Premium
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EZLynx + QuickBooks Online

Create personal leads in AgencyZoom for new EZLynx applicants

EZLynx + AgencyZoom

Create personal applicants in EZLynx for new personal leads in AgencyZoom

AgencyZoom + Filter by Zapier + EZLynx

Create new EZLynx applicants with opportunities from new Jotform submissions

Jotform + EZLynx

Create commercial applicants in EZLynx for new business leads in AgencyZoom

AgencyZoom + Filter by Zapier + EZLynx

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

AgencyZoom + EZLynx

Create customers in QuickBooks Online from new EZLynx commercial applicants

Premium

EZLynx + QuickBooks Online

Supported triggers and actions

What does this mean?

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
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New Document
Triggers when a new document is added.
Trigger
Instant
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New Note
Triggers when a new note is added.
Trigger
Instant
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Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
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Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
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- Business NameRequired
- NAICS Code
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Initial
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant IdRequired
- Document NameRequired
- Document-(blob file/doc file)Required
- Folder Path
Action
Write
- Prefix
- First NameRequired
- Middle Initial
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant IdRequired
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search

Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
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Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
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Modified Document
Triggers when a document is modified.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant IdRequired
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business NameRequired
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant IdRequired
- Discussion TitleRequired
- Note DescriptionRequired
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search

About EZLynx

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Popular EZLynx Integrations