EZLynx + QuoteRUSH

EZLynx + QuoteRUSH integrations

Create personal prospects in EZLynx for new leads added in QuoteRUSH

Increase your efficiency by automatically updating your EZLynx CRM with new lead information from QuoteRUSH. Once set up, this workflow springs into action when a new lead is added in QuoteRUSH, and seamlessly creates a personal prospect in EZLynx. This means you can spend more time on strategy and less time on data entry, ensuring your sales process is streamlined.

When this happens...
New Lead AddedTriggers when a new lead is added.
TriggerPolling
automatically do this!
Create Personal ProspectCreates a new personal prospect.
ActionWrite

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More things you can do with QuoteRUSH and EZLynx

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

Lead Modified
This trigger polls for modified leads.
Trigger
Polling
Try It
- First Name
  Required
- Middle Name
- Last Name
  Required
- Gender
- Date of Birth
- Email Address
- Phone Number
- Credit Permission (Yes or No)
- Assumed Credit Score
- Marital Status
- Industry
- Occupation
- Mailing Address (Line 1)
- Mailing Address (Line 2)
- Mailing City
- Mailing State
- Mailing Zipcode
- Type of Homeowner's Policy
- Property Address (Line 1)
- Property Address (Line 2)
- Property City
- Property State
- Property Zipcode
- New Purchase
- Co-Applicant First Name
- Co-Applicant Middle Name
- Co-Applicant Last Name
- Co-Applicant Gender
- Co-Applicant Date of Birth (mm/dd/yyyy)
- Co-Applicant E-Mail Address
- Co-Applicant Phone Number
- Co-Applicant Marital Status
- Co-Applicant Industry
- Co-Applicant Occupation
- Lead Source
- Gated Community
- Year Built
- Square Feet
- Dwelling (CoverageA)
- Number of Stories
- Usage Type
- Type of Pool
- Wall Type
- Structure Type
- Type of Foundation
- Wall Construction
- Roof Shape
- Roof Material
- Roof Update Type
- Roof Update Year
- Plumbing Update Type
- Plumbing Update Year
- Heating / AC Update Type
- Heating Update Year
- Water Heater Update Year
- Electrical Update Type
- Electrical Update Year
- Previous Address Line 1
- Previous Address Line 2
- Previous Address City
- Previous Address Zipcode
- Previous Address State
- Last Month at Previous Address
- Last Year at Previous Address
- Burglar Alarm
- Dog Breed(s)
- Currently Insured (Property)
- Current Carrier (Property)
- Current Expiration Date (Property)
- Current Annual Premium (Property)
- Effective Date for Policy (Property)
- Months Owner Occupied
- Purchase Price
- Purchase Date
- Current Carrier (Auto Policy)
- Current Policy Expiration Date (Auto Policy)
- Current Annual Premium (Auto Policy)
- Bodily Injury Coverage Amount (Auto Policy)
- Property Damage Coverage (Auto Policy)
- Medical Payments Coverage (Auto Policy)
- Uninsured Motorist Bodily Injury Coverage (Auto Policy)
- PIP Deductible (Auto Policy)
- Wage Loss Coverage (Auto Policy)
- Current Policy Liability Limits (Auto Policy)
- Years Continuously Insured (Auto Policy)
- Desired Policy Term (Auto Policy)
- EFT Payments
- Number of Years with Current Carrier (Auto Policy)
- Effective Date for Policy (Auto Policy)
- Residence Type (Auto Policy)
- Vehicle 1 Year
- Vehicle 1 Make
- Vehicle 1 Model
- Vehicle 1 VIN Number
- Vehicle 1 Ownership Status
- Vehicle 1 Comprehensive Deductible
- Vehicle 1 Collision Deductible
- Vehicle 2 Year
- Vehicle 2 Make
- Vehicle 2 Model
- Vehicle 2 VIN Number
- Vehicle 2 Ownership Status
- Vehicle 2 Comprehensive Deductible
- Vehicle 2 Collision Deductible
- Vehicle 3 Year
- Vehicle 3 Make
- Vehicle 3 Model
- Vehicle 3 VIN Number
- Vehicle 3 Ownership Status
- Vehicle 3 Comprehensive Deductible
- Vehicle 3 Collision Deductible
- Vehicle 4 Year
- Vehicle 4 Make
- Vehicle 4 Model
- Vehicle 4 VIN Number
- Vehicle 4 Ownership Status
- Vehicle 4 Comprehensive Deductible
- Vehicle 4 Collision Deductible
- Vehicle 1 Vehicle Use
- Vehicle 2 Vehicle Use
- Vehicle 3 Vehicle Use
- Vehicle 4 Use Type
- Vehicle 1 Miles One Way
- Vehicle 2 Miles One Way
- Vehicle 3 Miles One Way
- Vehicle 4 Miles One Way
- Vehicle 1 Towing Coverage
- Vehicle 2 Towing Coverage
- Vehicle 3 Towing Coverage
- Vehicle 4 Towing Coverage
- Vehicle 1 Rental Coverage
- Vehicle 2 Rental Coverage
- Vehicle 3 Rental Coverage
- Vehicle 4 Rental Coverage
- Driver 1 First Name
- Driver 1 Middle Name
- Driver 1 Last Name
- Driver 1 Gender
- Driver 1 License Number
- Driver 1 License State
- Driver 1 Date of Birth
- Driver 1 Marital Status
- Driver 1 Education Level
- Driver 1 Age First Licensed
- Driver 2 First Name
- Driver 2 Middle Name
- Driver 2 Last Name
- Driver 2 Gender
- Driver 2 License Number
- Driver 2 License State
- Driver 2 Date of Birth
- Driver 2 Marital Status
- Driver 2 Education Level
- Driver 2 Age First Licensed
- Driver 1 Industry
- Driver 1 Occupation
- Driver 2 Industry
- Driver 2 Occupation
- Driver 3 First Name
- Driver 3 Middle Name
- Driver 3 Last Name
- Driver 3 Gender
- Driver 3 License Number
- Driver 3 License State
- Driver 3 Date of Birth
- Driver 3 Marital Status
- Driver 3 Education Level
- Driver 3 Age First Licensed
- Driver 3 Industry
- Driver 3 Occupation
- Driver 4 First Name
- Driver 4 Middle Name
- Driver 4 Last Name
- Driver 4 Gender
- Driver 4 License Number
- Driver 4 License State
- Driver 4 Date of Birth
- Driver 4 Marital Status
- Driver 4 Education Level
- Driver 4 Age First Licensed
- Driver 4 Industry
- Driver 4 Occupation
- Manufacturer (Mobile Home only)
- Make (Mobile Home only)
- Model (Mobile Home only)
- Length (Mobile Home only)
- Width (Mobile Home only)
- Name of Mobile Home Park (Mobile Home only)
Action
Write
Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
Try It
Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
Try It
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It

Modified Document
Triggers when a document is modified.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It

New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant Id
  Required
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business Name
  Required
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search

New Lead Added
Triggers when a new lead is added.
Trigger
Polling
Try It
New Applicant
Triggers when a new applicant is added.
Trigger
Instant
Try It
New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
Try It
New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
Try It
New Document
Triggers when a new document is added.
Trigger
Instant
Try It
New Note
Triggers when a new note is added.
Trigger
Instant
Try It
Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
Try It
Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
Try It
- Business Name
  Required
- NAICS Code
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant Id
  Required
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search

About EZLynx

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About QuoteRUSH

QuoteRUSH is a Personal Lines comparative rating tool used to give Agents accurate rates for their customers, the first time.

HelpHelp

Related categories

Sales & CRM

Related Zap Templates

Create new EZLynx prospects when new leads are added in QuoteRUSH

Add QuoteRUSH leads from newly modified EZLynx applicants