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EZLynx + Pipedrive

EZLynx + Pipedrive

EZLynx + Pipedrive integrations

"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.

  1. When this happens...
    New Applicant
    New Applicant
    New ApplicantTriggers when a new applicant is added.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
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More things you can do with EZLynx and Pipedrive

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

  • EZLynx triggers, actions, and search
    New Applicant

    Triggers when a new applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search
    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search
    New Commercial Prospect

    Triggers when a new commercial prospect is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search
    Modified Applicant

    Triggers when an applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search
    Modified Commercial Applicant

    Triggers when a commercial applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search
    Modified Commercial Prospect

    Triggers when a commercial prospect is modified.

    Trigger
    Instant
    Try It
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About EZLynx
EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
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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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