EZLynx + Salesforce Integrations

How to connect EZLynx + Salesforce

Zapier lets you send info between EZLynx and Salesforce automatically—no code required.

When this happens...

automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Supported triggers and actions

What does this mean?

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
New Document
Triggers when a new document is added.
Trigger
Instant
Modified Document
Triggers when a document is modified.
Trigger
Instant
EZLynx
Triggers when a new note is added
Instant
Trigger
EZLynx
Triggers when a new opportunity is added.
Instant
Trigger
EZLynx
Triggers when an opportunity is modified.
Instant
Trigger
EZLynx
Triggers when a new prospect is added.
Instant
Trigger
EZLynx
Triggers when a prospect is modified.
Instant
Trigger
EZLynx
Updates an existing Commercial Applicant.
Scheduled
Action
EZLynx
Creates a new commercial applicant with opportunity.
Scheduled
Action
EZLynx
Creates a new commercial prospect.
Scheduled
Action
EZLynx
Creates a new document.
Scheduled
Action
EZLynx
Creates a new Note.
Scheduled
Action
EZLynx
Creates a new personal applicant with opportunity.
Scheduled
Action
EZLynx
Creates a new personal prospect.
Scheduled
Action
EZLynx
Updates an existing Personal Applicant.
Scheduled
Action
EZLynx
Searches commercial applicants in EZLynx.
Scheduled
Action
EZLynx
Searches personal applicants in EZLynx.
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

How EZLynx + Salesforce Integrations Work

Step 1: Authenticate EZLynx and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.