EZLynx + Klaviyo

Create commercial applicants with opportunities in EZLynx for new Klaviyo events

Stay on top of new events in Klaviyo and streamline your insurance onboarding process with this efficient workflow. When a new event occurs in Klaviyo, this automation creates a commercial applicant with opportunity in EZLynx, saving you time and ensuring potential clients are promptly attended to. Enhance your productivity and keep track of your insurance prospects seamlessly with this easy-to-use integration.

When this happens...
New Event
Triggers on a new event. Optional filtering by metric.
TriggerScheduled
automatically do this!
Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
ActionWrite

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Start free with email

Start free with Google

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Supported triggers and actions

What does this mean?

- Metric
Trigger
Scheduled
Try It
- Channel
Trigger
Scheduled
Try It
- Email
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
- Consent to subscribe to Channel
Action
Write
- ListRequired
- Profile IDRequired
Action
Write
- Profile IdRequired
- Email
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
- List
Action
Write

- Identifiers Note
- Profile ID
- Email
- Phone Number
- Consent Note
- Consent to subscribe to ChannelRequired
- List
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Search NoteRequired
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Legacy Note
- ListRequired
- EmailRequired
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Search or write
New Applicant
Triggers when a new applicant is added.
Trigger
Instant
Try It
New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
Try It
New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
Try It
New Document
Triggers when a new document is added.
Trigger
Instant
Try It
New Note
Triggers when a new note is added.
Trigger
Instant
Try It
Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
Try It
Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
Try It
- 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
Action
Write
- Applicant IdRequired
- Document NameRequired
- Document-(blob file/doc file)Required
- Folder Path
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Search

- Audience Type
Trigger
Scheduled
Try It
- Profile IDRequired
- ListRequired
Action
Write
- MetricRequired
- Email AddressRequired
- Event Id
- Value
- Time
- Custom Event Properties
Action
Write
- Campaign IDRequired
Action
Write
- List
- EmailRequired
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Write
- Email
- Phone Number
- Attributes Note
- Profiles Note
Action
Write
- NameRequired
- ChannelRequired
- Status
Action
Search
- ListRequired
- EmailRequired
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Search or write
- Search NoteRequired
- EmailRequired
- Phone Number
- Secondary Search by Phone Number
- List
- First Name
- Last Name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Search or write
Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
Try It
Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
Try It
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It
Modified Document
Triggers when a document is modified.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- 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
Action
Write
- 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
Action
Write
- Applicant IdRequired
- Discussion TitleRequired
- Note DescriptionRequired
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- 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
Action
Write
- Applicant ID
- 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
Action
Search

About EZLynx

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

EZLynx + Klaviyo

Create commercial applicants with opportunities in EZLynx for new Klaviyo events

New Event

Metric

New Profile

Channel

Create Profile

Email

First Name

Last Name

Phone Number

Title

Organization

City

Region

Country

Zip

Image URL

Unique Id

Custom Properties

Consent to subscribe to Channel

Remove Profile from List

Profile IDRequired

Update Profile

Profile IdRequired

Email

First Name

Last Name

Phone Number

Title

Organization

City

Region

Country

Zip

Image URL

Unique Id

Custom Properties

List

Subscribe Profile

Identifiers Note

Profile ID

Email

Phone Number

Consent Note

Consent to subscribe to ChannelRequired

List

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find a Profile

Search NoteRequired

Email

Phone Number

Secondary Search by Phone Number

List

Find or Create Subscriber

Legacy Note

ListRequired

EmailRequired

First Name

Last Name

Phone Number

Title

Organization

City

Region

Country

Zip

Image URL

Unique Id

Custom Properties