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EZLynx + Microsoft Dynamics 365 CRM

EZLynx + Microsoft Dynamics 365 CRM

EZLynx + Microsoft Dynamics 365 CRM integrations

Create personal prospects in EZLynx for new contacts in Microsoft Dynamics 365 CRM

Effortlessly keep track of new contacts by using this workflow to connect Microsoft Dynamics 365 CRM and EZLynx. Whenever a new contact is added to your CRM system, their information will be instantly transferred to EZLynx, creating a Personal Prospect entry. This seamless integration allows you to manage your connections more efficiently and eliminates manual data entry, saving time and reducing errors.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Personal Prospect
    Create Personal Prospect
    Create Personal ProspectCreates a new personal prospect.
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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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