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EZLynx + Microsoft Dynamics 365 CRM

EZLynx + Microsoft Dynamics 365 CRM

EZLynx + Microsoft Dynamics 365 CRM integrations

Create EZLynx commercial applicants with opportunities from new Microsoft Dynamics 365 CRM leads

Boost your sales process by seamlessly linking Microsoft Dynamics 365 CRM and EZLynx with this automation workflow. When a new lead emerges in Microsoft Dynamics 365 CRM, this workflow will automatically create a commercial applicant with an opportunity in EZLynx, keeping your pipeline organized and saving time on manual data entry. Stay focused on closing deals while your CRM and EZLynx stay perfectly in sync.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Commercial Applicant With Opportunity
    Create Commercial Applicant With Opportunity
    Create Commercial Applicant With OpportunityCreates a new commercial applicant with opportunity.
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More things you can do with Microsoft Dynamics 365 CRM and EZLynx

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and EZLynx

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About EZLynx
EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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