Create new EZLynx prospects when new leads appear in your Popl individual account
Easily manage prospects by connecting Popl and EZLynx. With this workflow, each time a new lead is added in your Popl account, a personal prospect is created in EZLynx. This process not only makes lead management more efficient but also ensures you never miss an opportunity to engage with a potential client. Turn manual tasks into seamless processes, freeing up more time to focus on relationship building with your leads.
Easily manage prospects by connecting Popl and EZLynx. With this workflow, each time a new lead is added in your Popl account, a personal prospect is created in EZLynx. This process not only makes lead management more efficient but also ensures you never miss an opportunity to engage with a potential client. Turn manual tasks into seamless processes, freeing up more time to focus on relationship building with your leads.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Create Personal Prospect
Creates a new personal prospect.
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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItModified Applicant
Triggers when an applicant is modified.
Try ItModified Commercial Applicant
Triggers when a commercial applicant is modified.
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New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
Try ItNew Applicant
Triggers when a new applicant is added.
Try ItNew Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItNew Commercial Prospect
Triggers when a new commercial prospect is added.
Try It