Create commercial applicants with opportunities in EZLynx from new Paperform form submissions
Easily streamline your insurance sales process with this Paperform to EZLynx automation. Each time a new form submission is received in Paperform, this workflow will create a commercial applicant with an opportunity in EZLynx, saving you time and allowing you to focus on providing exceptional service to your clients. Transform your insurance application process and enhance productivity with this seamless workflow.
Easily streamline your insurance sales process with this Paperform to EZLynx automation. Each time a new form submission is received in Paperform, this workflow will create a commercial applicant with an opportunity in EZLynx, saving you time and allowing you to focus on providing exceptional service to your clients. Transform your insurance application process and enhance productivity with this seamless workflow.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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