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EZLynx + Salesforce

Create new EZLynx applicants with opportunities from new Salesforce records

Whenever a new record appears in Salesforce, this workflow kicks into action and seamlessly creates a personal applicant with an opportunity in EZLynx. This automation not only boosts productivity but also ensures data consistency across both platforms, removing the need for manual data-entry. Exploit its benefits to pursue new opportunities faster and maintain a streamlined business process.

Whenever a new record appears in Salesforce, this workflow kicks into action and seamlessly creates a personal applicant with an opportunity in EZLynx. This automation not only boosts productivity but also ensures data consistency across both platforms, removing the need for manual data-entry. Exploit its benefits to pursue new opportunities faster and maintain a streamlined business process.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Applicant With Opportunity

    Creates a new personal applicant with opportunity.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
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About Salesforce

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