EZLynx + Salespype

EZLynx + Salespype integrations

Add new EZLynx applicants to Salespype as contacts in leadflow

Stay organized and responsive when new applicants arise in EZLynx by implementing this workflow that promptly adds such contacts to your Leadflow in Salespype. Enhance your efficiency by eliminating the need for manual data entry between the two apps, ensuring you never miss out on potential leads. This automatic process provides a solution to maintaining a steady, seamless progression in your sales pipeline.

When this happens...
New ApplicantTriggers when a new applicant is added.
TriggerInstant
automatically do this!
Add Contact to LeadflowCreates a new contact.
ActionWrite

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More things you can do with EZLynx and Salespype

Discover other triggers and actions you can use with EZLynx and Salespype

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
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New Document
Triggers when a new document is added.
Trigger
Instant
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New Note
Triggers when a new note is added.
Trigger
Instant
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Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
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Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
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- Business Name
  Required
- NAICS Code
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant Id
  Required
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search
- Leadflow
  Required
- Actiontype
  Required
- Lead Source
- Phone
- Email
- First Name
- Last name
- Country
- Address
- State
- City
- Zip
- Url
- Deal Value
- Birth Date
- Anniversary Date
- Tag
- Price
Action
Write

Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
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Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
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Modified Document
Triggers when a document is modified.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant Id
  Required
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business Name
  Required
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search
- Campaign
  Required
- Actiontype
  Required
- Lead Source
- Phone
- Email
- First Name
- Last name
- Country
- Address
- State
- City
- Zip
- Company Name
- Url
- Deal Value
- Birth Date
- Anniversary Date
- Tag
- Price
Action
Write

About EZLynx

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Salespype

You can create or update contact and assign contact in our CRM

HelpHelp

Related categories

CRM (Customer Relationship Management)