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EZLynx + Pipedrive

EZLynx + Pipedrive

EZLynx + Pipedrive integrations

Create new Pipedrive persons from new EZLynx applicants

Streamline your sales process by connecting EZLynx and Pipedrive. This workflow initiates when there's a new applicant in EZLynx, following which it creates a new person in your Pipedrive system. With this automation in place, you can easily manage applicant information without shuffling between platforms, saving time and enhancing efficiency.

  1. When this happens...
    New Applicant
    New Applicant
    New ApplicantTriggers when a new applicant is added.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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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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