EZLynx + Google Sheets
"create EZLynx applicants with opportunities from new or updated rows in Google Sheets"
Keep your applicant information up-to-date with this easy workflow. Whenever you add or change entries in Google Sheets, it instantly creates a personal applicant with opportunity in EZLynx. It's an efficient way to ensure your data is always current in your EZLynx system, saving you time on manual data entry.
Keep your applicant information up-to-date with this easy workflow. Whenever you add or change entries in Google Sheets, it instantly creates a personal applicant with opportunity in EZLynx. It's an efficient way to ensure your data is always current in your EZLynx system, saving you time on manual data entry.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
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About EZLynx
EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
