EZLynx + Redtail CRM
Create EZLynx applicants and opportunities from new Redtail CRM contacts
Effortlessly streamline your sales process with this Redtail CRM and EZLynx integration. Whenever a new contact is created in Redtail CRM, this workflow will automatically create a personal applicant along with an opportunity in your EZLynx account. Save time and keep your data organized, letting you focus on closing those deals.
Effortlessly streamline your sales process with this Redtail CRM and EZLynx integration. Whenever a new contact is created in Redtail CRM, this workflow will automatically create a personal applicant along with an opportunity in your EZLynx account. Save time and keep your data organized, letting you focus on closing those deals.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
