Create EZLynx commercial applicants with opportunities from new Follow Up Boss contacts
Effortlessly streamline your sales process by connecting Follow Up Boss and EZLynx for seamless data management through this powerful workflow. When a new contact is added in Follow Up Boss, this automation swiftly creates a commercial applicant with an opportunity in EZLynx, ensuring client information remains up-to-date and easily accessible across both platforms. Save time and reduce manual data entry, allowing you to focus on closing deals and growing your business.
Effortlessly streamline your sales process by connecting Follow Up Boss and EZLynx for seamless data management through this powerful workflow. When a new contact is added in Follow Up Boss, this automation swiftly creates a commercial applicant with an opportunity in EZLynx, ensuring client information remains up-to-date and easily accessible across both platforms. Save time and reduce manual data entry, allowing you to focus on closing deals and growing your business.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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