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EZLynx + Pipedrive

EZLynx + Pipedrive

EZLynx + Pipedrive integrations

Create commercial applicants in EZLynx from new Pipedrive activities

Effortlessly streamline your sales process with this integration that connects Pipedrive and EZLynx. Whenever a new activity occurs in Pipedrive, an applicant with an opportunity will be created in the EZLynx app. This automation saves time and ensures your customer data is up-to-date, allowing you to focus on closing deals and growing your business.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create Commercial Applicant With Opportunity
    Create Commercial Applicant With Opportunity
    Create Commercial Applicant With OpportunityCreates a new commercial applicant with opportunity.
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More things you can do with Pipedrive and EZLynx

Discover other triggers and actions you can use with Pipedrive and EZLynx

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    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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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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