"create new Pipedrive leads from new EZLynx applicants"
Streamline your sales process with this effective automation. When a new applicant appears in EZLynx, a corresponding lead is instantly generated in Pipedrive. This provides a seamless transfer from your insurance application phase to your sales funnel, ensuring no potential client falls through the cracks. Enhance your productivity by reducing your manual data entry tasks.
Streamline your sales process with this effective automation. When a new applicant appears in EZLynx, a corresponding lead is instantly generated in Pipedrive. This provides a seamless transfer from your insurance application phase to your sales funnel, ensuring no potential client falls through the cracks. Enhance your productivity by reducing your manual data entry tasks.
- When this happens...New Applicant
Triggers when a new applicant is added.
- automatically do this!Create Lead
Creates a new lead.
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