Canopy Connect + EZLynx

Create new EZLynx applicants with opportunities from completed Canopy Connect pulls

Streamline your insurance process by integrating Canopy Connect with EZLynx. This workflow springs into action once a pull is finished in Canopy Connect, ensuring a swift generation of a new personal applicant coupled with an opportunity in EZLynx. Wave goodbye to monotonous data entry and quicken your welcoming procedure for clients. Benefit from enhanced efficiency and an overall boost to your insurance operation's productivity.

Streamline your insurance process by integrating Canopy Connect with EZLynx. This workflow springs into action once a pull is finished in Canopy Connect, ensuring a swift generation of a new personal applicant coupled with an opportunity in EZLynx. Wave goodbye to monotonous data entry and quicken your welcoming procedure for clients. Benefit from enhanced efficiency and an overall boost to your insurance operation's productivity.

  1. When this happens...
    Canopy ConnectCanopy Connect
    Pull Completed

    Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.

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

    Creates a new personal applicant with opportunity.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • EZLynx triggers, actions, and search

    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Prospect

    Triggers when a new commercial prospect is added.

    Trigger
    Instant
    Try It
canopy-connect logo
canopy-connect logo

About Canopy Connect

Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.
Learn more

Related categories

  • Website & App Building
ezlynx logo
ezlynx logo

About EZLynx

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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