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EZLynx + Mojo

Create EZLynx personal applicants with opportunities from new Mojo activities

Effortlessly keep track of new activities in Mojo and streamline your sales pipeline management with this powerful workflow. Whenever a new activity occurs in Mojo, this automation will create a personal applicant with an opportunity in EZLynx. Simplify your processes and stay organized while focusing on closing more deals.

Effortlessly keep track of new activities in Mojo and streamline your sales pipeline management with this powerful workflow. Whenever a new activity occurs in Mojo, this automation will create a personal applicant with an opportunity in EZLynx. Simplify your processes and stay organized while focusing on closing more deals.

  1. When this happens...
    MojoMojo
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Applicant With Opportunity

    Creates a new personal applicant with opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • GroupRequired

    Trigger
    Instant
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    • GroupRequired

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

    Contact Updated

    Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.

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

    New Note

    Triggers when a new note is created in Mojo (through the contact screen only).

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

    New Contact

    Triggers when a new contact is created (through the create contact form in Data & Dialer section).

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

    Send Button Clicked

    Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.

    Trigger
    Instant
    Try It
    • Activity Types

    Trigger
    Instant
    Try It
ezlynx logo
ezlynx logo

About EZLynx

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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