• EZLynx logoEZLynx logo
  • Salesforce logoSalesforce logo
  • Microsoft Excel logoMicrosoft Excel logo

EZLynx + Salesforce + Microsoft Excel Integrations

How to connect EZLynx + Salesforce + Microsoft Excel

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

When this happens...
automatically do this...
then do this!

Top companies trust Zapier to automate work and free up time

Do even more with EZLynx + Salesforce + Microsoft Excel

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with EZLynx, Salesforce, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.

  • 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

  • Microsoft Excel

    Triggers when a new row is added to a worksheet in a spreadsheet.

    Scheduled

    Trigger

  • Microsoft Excel

    Triggers when a new row is added to a table in a spreadsheet.

    Scheduled

    Trigger

  • Microsoft Excel

    Triggers when a new worksheet is added to a spreadsheet.

    Scheduled

    Trigger

  • Microsoft Excel

    Triggers when a row is added or updated in a worksheet.

    Scheduled

    Trigger

  • Microsoft Excel

    Adds a new row to the end of a worksheet.

    Scheduled

    Action

  • Microsoft Excel

    Adds a new row to the end of a specific table.

    Scheduled

    Action

  • Microsoft Excel

    Creates a new spreadsheet

    Scheduled

    Action

  • Microsoft Excel

    Updates a row in a specific worksheet.

    Scheduled

    Action

  • Microsoft Excel

    Finds a row by a column and value. Returns the entire row if one is found.

    Scheduled

    Action

  • Microsoft Excel

    Finds or creates a specific find row.

    Scheduled

    Action

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

How EZLynx + Salesforce + Microsoft Excel Integrations Work

  1. Step 1: Authenticate EZLynx, Salesforce, and Microsoft Excel.
    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
excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

Similar apps

OneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrations

Smartsheet

Spreadsheets
Quip integrations

Quip

Documents

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

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