EZLynx + HubSpot
Create EZLynx personal applicants with opportunities for newly created or updated HubSpot companies
Stay on top of your sales process with this HubSpot and EZLynx automation. Whenever a company is recently created or updated in HubSpot, this workflow will seamlessly create a personal applicant with a related opportunity in EZLynx, helping you efficiently manage your leads and prospects without manual data entry. Keep your sales funnel flowing smoothly and accelerate your conversion rates with this time-saving integration.
Stay on top of your sales process with this HubSpot and EZLynx automation. Whenever a company is recently created or updated in HubSpot, this workflow will seamlessly create a personal applicant with a related opportunity in EZLynx, helping you efficiently manage your leads and prospects without manual data entry. Keep your sales funnel flowing smoothly and accelerate your conversion rates with this time-saving integration.
- When this happens...
Company Recently Created or UpdatedTriggers when a company recently created or updated.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Personal Applicant With OpportunityCreates a new personal applicant with opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Applicant
Triggers when a new applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Prospect
Triggers when a new commercial prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Opportunity
Triggers when an opportunity is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Prospect
Triggers when a prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Document NameRequired
Document-(blob file/doc file)Required
Folder Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your app
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundModified Applicant
Triggers when an applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Document
Triggers when a document is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Prospect
Triggers when a new prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Discussion TitleRequired
Note DescriptionRequired
Labels
Policy Number
Task Assignee
Task due Date
Reminder Date
Reminder Time
Notification Text
Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IDÂ
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
ActionThis is an event a Zap performs.SearchFind existing data in your app
About EZLynx
EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
Related categories
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
Related categories
Related Zap Templates
- Create new EZLynx commercial applicants with opportunities from new HubSpot companies
- Create new EZLynx commercial applicants with opportunities from new HubSpot form submissions
- Create personal applicants with opportunities in EZLynx for each new form submission in HubSpot
- Create new HubSpot contacts from new EZLynx applicants
- Update HubSpot contacts when applicants in EZLynx are modified