Create EZLynx commercial applicants with opportunities from updated Streak contacts
Keep your sales pipeline up-to-date and organized with this Streak and EZLynx integration. Whenever a contact is updated in Streak, this workflow will automatically create a Commercial Applicant with an Opportunity in EZLynx, ensuring that your insurance leads are always current and centralized. Streamline your sales process and improve efficiency with this easy-to-use automation.
Keep your sales pipeline up-to-date and organized with this Streak and EZLynx integration. Whenever a contact is updated in Streak, this workflow will automatically create a Commercial Applicant with an Opportunity in EZLynx, ensuring that your insurance leads are always current and centralized. Streamline your sales process and improve efficiency with this easy-to-use automation.
- When this happens...Updated Contact
Triggered when a contact is updated.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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