• EZLynx logoEZLynx logo
  • Pipedrive logoPipedrive logo

EZLynx + Pipedrive Integrations

How to connect EZLynx + Pipedrive

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  • EZLynx triggers, actions, and search
    New Applicant
    Triggers when a new applicant is added.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    Modified Applicant
    Triggers when an applicant is modified.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    New Commercial Applicant
    Triggers when a new commercial applicant is added.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    Modified Commercial Applicant
    Triggers when a commercial applicant is modified.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    New Commercial Prospect
    Triggers when a new commercial prospect is added.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    Modified Commercial Prospect
    Triggers when a commercial prospect is modified.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    New Document
    Triggers when a new document is added.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    Modified Document
    Triggers when a document is modified.
    Trigger
    Instant
  • EZLynx

    Triggers when a new note is added

    Instant

    Trigger

  • EZLynx

    Triggers when a new opportunity is added.

    Instant

    Trigger

  • EZLynx

    Triggers when an opportunity is modified.

    Instant

    Trigger

  • EZLynx

    Triggers when a new prospect is added.

    Instant

    Trigger

  • EZLynx

    Triggers when a prospect is modified.

    Instant

    Trigger

  • EZLynx

    Updates an existing Commercial Applicant.

    Scheduled

    Action

  • EZLynx

    Creates a new commercial applicant with opportunity.

    Scheduled

    Action

  • EZLynx

    Creates a new commercial prospect.

    Scheduled

    Action

  • EZLynx

    Creates a new document.

    Scheduled

    Action

  • EZLynx

    Creates a new Note.

    Scheduled

    Action

  • EZLynx

    Creates a new personal applicant with opportunity.

    Scheduled

    Action

  • EZLynx

    Creates a new personal prospect.

    Scheduled

    Action

  • EZLynx

    Updates an existing Personal Applicant.

    Scheduled

    Action

  • EZLynx

    Searches commercial applicants in EZLynx.

    Scheduled

    Action

  • EZLynx

    Searches personal applicants in EZLynx.

    Scheduled

    Action

  • Pipedrive

    Triggers when a new activity is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an activity matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new deal is created.

    Instant

    Trigger

  • Pipedrive

    Triggers when a deal matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a Lead is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new organization is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an organization matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new person is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a person matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a deal's stage is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing deal is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing organization is updated.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an existing person is updated.

    Scheduled

    Trigger

  • Pipedrive

    Adds a product to a deal.

    Scheduled

    Action

  • Pipedrive

    Creates a new activity.

    Scheduled

    Action

  • Pipedrive

    Creates a new deal.

    Scheduled

    Action

  • Pipedrive

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    Scheduled

    Action

  • Pipedrive

    Adds a follower to a deal, organization, person or product.

    Scheduled

    Action

  • Pipedrive

    Creates a new lead.

    Scheduled

    Action

  • Pipedrive

    Creates a new note.

    Scheduled

    Action

  • Pipedrive

    Creates a new organization.

    Scheduled

    Action

  • Pipedrive

    Creates a new person.

    Scheduled

    Action

  • Pipedrive

    Creates a new product.

    Scheduled

    Action

  • Pipedrive

    Updates an existing activity.

    Scheduled

    Action

  • Pipedrive

    Updates an existing deal.

    Scheduled

    Action

  • Pipedrive

    Updates an existing organization.

    Scheduled

    Action

  • Pipedrive

    Updates an existing person.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name.

    Scheduled

    Action

  • Pipedrive

    Finds an organization.

    Scheduled

    Action

  • Pipedrive

    Finds a person.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name.

    Scheduled

    Action

  • Pipedrive

    Finds a product or products by name, ID, or product code (with line item support).

    Scheduled

    Action

  • Pipedrive

    Finds a user by name, email or ID.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds an organization by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a person by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name, or creates one if none are found.

    Scheduled

    Action

How EZLynx + Pipedrive Integrations Work

  1. Step 1: Authenticate EZLynx and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Pipedrive Tutorials

ezlynx logo
ezlynx logo

About EZLynx

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

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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