Create commercial applicants with opportunities in EZLynx from new form results in Formsite
Effortlessly manage your commercial insurance leads with this seamless workflow between Formsite and EZLynx. When a new form result is submitted on Formsite, it will create a commercial applicant with opportunity in EZLynx, streamlining your lead processing and ensuring nothing slips through the cracks. Stay organized and save valuable time by automating these tasks, so you can focus on growing your insurance business.
Effortlessly manage your commercial insurance leads with this seamless workflow between Formsite and EZLynx. When a new form result is submitted on Formsite, it will create a commercial applicant with opportunity in EZLynx, streamlining your lead processing and ensuring nothing slips through the cracks. Stay organized and save valuable time by automating these tasks, so you can focus on growing your insurance business.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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