EZLynx + Redtail CRM
Create EZLynx commercial applicants with opportunities from new Redtail CRM activities
Streamline your sales process by connecting Redtail CRM and EZLynx with this workflow. When a new activity is created in Redtail CRM, an automatic commercial applicant with an opportunity will be generated in EZLynx. Save time and ensure consistency by automating this crucial step in your sales pipeline.
Streamline your sales process by connecting Redtail CRM and EZLynx with this workflow. When a new activity is created in Redtail CRM, an automatic commercial applicant with an opportunity will be generated in EZLynx. Save time and ensure consistency by automating this crucial step in your sales pipeline.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial 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.
Try It
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
