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EZLynx + InsurGrid

Create personal prospects in EZLynx for new clients in InsurGrid

Tired of manually managing your client workflows? Set up this Zap to automatically create a personal prospect in EZLynx when a client completes your InsurGrid link!

Tired of manually managing your client workflows? Set up this Zap to automatically create a personal prospect in EZLynx when a client completes your InsurGrid link!

  1. When this happens...
    InsurGridInsurGrid
    New Client

    Triggers when a client is created.

    TriggerScheduled
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Prospect

    Creates a new personal prospect.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • InsurGrid triggers, actions, and search

    New Client

    Triggers when a client is created.

    Trigger
    Scheduled
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Prospect

    Triggers when a new commercial prospect is added.

    Trigger
    Instant
    Try It
  • InsurGrid triggers, actions, and search

    New Declaration Page

    Triggers when a new client declaration page is created.

    Trigger
    Scheduled
    Try It
  • EZLynx triggers, actions, and search

    Modified Applicant

    Triggers when an applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Applicant

    Triggers when a commercial applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Prospect

    Triggers when a commercial prospect is modified.

    Trigger
    Instant
    Try It
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About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
insurgrid logo

About InsurGrid

InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.

Related categories