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EZLynx + Pipedrive

EZLynx + Pipedrive

EZLynx + Pipedrive integrations

Create new deals in Pipedrive when new applicants apply in EZLynx

Transform your sales process with this efficient workflow. When a new applicant emerges in EZLynx, a relevant deal is set up in Pipedrive. This automation facilitates quick engagement with potential clients, aiding in improved conversion rates and customer relationship management. By taking advantage of this process, your team can focus more on closing deals and scaling your business.

  1. When this happens...
    New Applicant
    New Applicant
    New ApplicantTriggers when a new applicant is added.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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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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