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!
- When this happens...New Client
Triggers when a client is created.
- automatically do this!Create Personal Prospect
Creates a new personal prospect.
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New Client
Triggers when a client is created.
Try ItNew Applicant
Triggers when a new applicant is added.
Try ItNew Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItNew Commercial Prospect
Triggers when a new commercial prospect is added.
Try It
New Declaration Page
Triggers when a new client declaration page is created.
Try ItModified Applicant
Triggers when an applicant is modified.
Try ItModified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItModified Commercial Prospect
Triggers when a commercial prospect is modified.
Try It