EZLynx + Pipedrive
Create EZLynx personal applicants with opportunities from new Pipedrive activities
Stay on top of your sales pipeline with this seamless workflow between Pipedrive and EZLynx. When a new activity is added in Pipedrive, the automation creates a personal applicant with an opportunity in your EZLynx app, ensuring all relevant information is captured and easily accessible. Save time and streamline your sales process with this efficient integration.
Stay on top of your sales pipeline with this seamless workflow between Pipedrive and EZLynx. When a new activity is added in Pipedrive, the automation creates a personal applicant with an opportunity in your EZLynx app, ensuring all relevant information is captured and easily accessible. Save time and streamline your sales process with this efficient integration.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Personal Applicant With OpportunityCreates a new personal applicant with opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Modified Applicant
Triggers when an applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Document
Triggers when a document is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Prospect
Triggers when a new prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Applicant IdRequired
Business Name
Date Business Started
Address Type
Address Line 1
Address Line 2
City
State
Zip Code
BusinessPhone
Extension
Business Fax
Email
Assigned To
Lead Source
Lead Status
Lead Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
First NameRequired
Middle Name
Last NameRequired
Home Phone
Mobile Phone
Work Phone
Personal Email
Work Email
First Name
Middle Name
Last Name
Assigned Username
X Date
Notes
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Discussion TitleRequired
Note DescriptionRequired
Labels
Policy Number
Task Assignee
Task due Date
Reminder Date
Reminder Time
Notification Text
Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First NameRequired
Middle Name
Last NameRequired
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax
Personal Email
Work Email
Assigned Username
X Date
Notes
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IDÂ
Business Name
Account Name
Address Line 1
City
State
Zip Code
Business Phone
Business Email
Primary Contact First Name
Primary Contact Last Name
Primary Contact Work Phone
Primary Contact Cell Phone
Primary Contact Email
Lead Status
Lead Source
Account Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Applicant
Triggers when a new applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Prospect
Triggers when a new commercial prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Opportunity
Triggers when an opportunity is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Prospect
Triggers when a prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NameRequired
NAICS Code
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
First NameRequired
Middle Initial
Last NameRequired
Home Phone
Mobile Phone
Work Phone
Personal Email
Work Email
First Name
Middle Initial
Last Name
Assigned Username
X Date
Notes
Source
LOB source
Prior Carrier
Prior Premium
Finalized Premium
Finalized Carrier
Line of Business
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Document NameRequired
Document-(blob file/doc file)Required
Folder Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First NameRequired
Middle Initial
Last NameRequired
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax
Personal Email
Work Email
Assigned Username
X Date
Notes
Source
LOB source
Prior Carrier
Prior Premium
Finalized Premium
Finalized Carrier
Line of Business
First Name
Last Name
Phone Type
Phone Number
Email
Relationship
Gender
Date of Birth
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Prefix
First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1
Address Line 2
City
State
Zip Code
Home Phone
Work Phone
Extension
Fax
Email
Alternate Email
Assigned UserName
Lead Source
Lead Status
Lead Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant Id
Applicant First Name
Applicant Last Name
Co-Applicant First Name
Co-Applicant Last Name
Street Address
City
State
Zip Code
Applicant's Email Address
Co-Applicant's Email Address
Cell Phone Number
Home Phone Number
Lead Status
Lead Source
Applicant Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
About EZLynx
EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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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