Create EZLynx commercial applicants with opportunities from new Gravity Forms submissions
Streamline your insurance application process with this efficient workflow. When a new form submission is received in Gravity Forms, it will create a commercial applicant with opportunity in EZLynx. This automation saves you time, eliminates manual data entry, and ensures that your applicant information is accurately synced between both platforms.
Streamline your insurance application process with this efficient workflow. When a new form submission is received in Gravity Forms, it will create a commercial applicant with opportunity in EZLynx. This automation saves you time, eliminates manual data entry, and ensures that your applicant information is accurately synced between both platforms.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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