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EZLynx + Popl

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.

  1. When this happens...
    PoplPopl
    New Lead (For Your Individual Account)

    Triggers when you collect a new contact via Popl.

    TriggerScheduled
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Prospect

    Creates a new personal prospect.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Popl triggers, actions, and search

    New Lead (For Your Individual Account)

    Triggers when you collect a new contact via Popl.

    Trigger
    Scheduled
    Try It
  • Popl triggers, actions, and search

    New Lead (For Your Subteam)

    Triggers when any member in your subteam collects a new lead.

    Trigger
    Scheduled
    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
  • Popl triggers, actions, and search

    New Lead (For Any Team Member)

    Triggers when any member of your team collects a new lead.

    Trigger
    Scheduled
    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
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About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
popl logo

About Popl

Popl is a digital business card platform that allows you to share contact info and capture leads.

Related categories