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  • Salesforce logoSalesforce logo

EZLynx + Salesforce Integrations

How to connect EZLynx + Salesforce

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  • EZLynx triggers, actions, and search
    New Applicant
    Triggers when a new applicant is added.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    Modified Applicant
    Triggers when an applicant is modified.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    New Commercial Applicant
    Triggers when a new commercial applicant is added.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    Modified Commercial Applicant
    Triggers when a commercial applicant is modified.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    New Commercial Prospect
    Triggers when a new commercial prospect is added.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    Modified Commercial Prospect
    Triggers when a commercial prospect is modified.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    New Document
    Triggers when a new document is added.
    Trigger
    Instant
  • EZLynx triggers, actions, and search
    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

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

About EZLynx

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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