EZLynx + QuoteRUSH
Update and manage EZLynx prospects when leads are modified in QuoteRUSH
Capture every opportunity to grow your client base. With this workflow, whenever there's a change in lead information in QuoteRush, it will result in the creation of a personal prospect in EZLynx. This means no potential clients slip through the cracks, and your relationship building efforts become much more effective and efficient. By unifying information, your sales cycle shortens and opportunities increase.
Capture every opportunity to grow your client base. With this workflow, whenever there's a change in lead information in QuoteRush, it will result in the creation of a personal prospect in EZLynx. This means no potential clients slip through the cracks, and your relationship building efforts become much more effective and efficient. By unifying information, your sales cycle shortens and opportunities increase.
- When this happens...Lead Modified
This trigger polls for modified leads.
- automatically do this!Create Personal Prospect
Creates a new personal prospect.
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Lead Modified
This trigger polls for modified leads.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Gender
Date of Birth
Email Address
Phone Number
Credit Permission (Yes or No)
Assumed Credit Score
Marital Status
Industry
Occupation
Mailing Address (Line 1)
Mailing Address (Line 2)
Mailing City
Mailing State
Mailing Zipcode
Type of Homeowner's Policy
Property Address (Line 1)
Property Address (Line 2)
Property City
Property State
Property Zipcode
New Purchase
Co-Applicant First Name
Co-Applicant Middle Name
Co-Applicant Last Name
Co-Applicant Gender
Co-Applicant Date of Birth (mm/dd/yyyy)
Co-Applicant E-Mail Address
Co-Applicant Phone Number
Co-Applicant Marital Status
Co-Applicant Industry
Co-Applicant Occupation
Lead Source
Gated Community
Year Built
Square Feet
Number of Stories
Usage Type
Type of Pool
Wall Type
Structure Type
Type of Foundation
Wall Construction
Roof Shape
Roof Material
Roof Update Type
Roof Update Year
Plumbing Update Type
Plumbing Update Year
Heating / AC Update Type
Heating Update Year
Water Heater Update Year
Electrical Update Type
Electrical Update Year
Previous Address Line 1
Previous Address Line 2
Previous Address City
Previous Address Zipcode
Previous Address State
Last Month at Previous Address
Last Year at Previous Address
Burglar Alarm
Dog Breed(s)
Currently Insured (Property)
Current Carrier (Property)
Current Expiration Date (Property)
Current Annual Premium (Property)
Effective Date for Policy (Property)
Months Owner Occupied
Purchase Price
Purchase Date
Current Carrier (Auto Policy)
Current Policy Expiration Date (Auto Policy)
Current Annual Premium (Auto Policy)
Bodily Injury Coverage Amount (Auto Policy)
Property Damage Coverage (Auto Policy)
Medical Payments Coverage (Auto Policy)
Uninsured Motorist Bodily Injury Coverage (Auto Policy)
PIP Deductible (Auto Policy)
Wage Loss Coverage (Auto Policy)
Current Policy Liability Limits (Auto Policy)
Years Continuously Insured (Auto Policy)
Desired Policy Term (Auto Policy)
EFT Payments
Number of Years with Current Carrier (Auto Policy)
Effective Date for Policy (Auto Policy)
Residence Type (Auto Policy)
Vehicle 1 Year
Vehicle 1 Make
Vehicle 1 Model
Vehicle 1 VIN Number
Vehicle 1 Ownership Status
Vehicle 1 Comprehensive Deductible
Vehicle 1 Collision Deductible
Vehicle 2 Year
Vehicle 2 Make
Vehicle 2 Model
Vehicle 2 VIN Number
Vehicle 2 Ownership Status
Vehicle 2 Comprehensive Deductible
Vehicle 2 Collision Deductible
Vehicle 3 Year
Vehicle 3 Make
Vehicle 3 Model
Vehicle 3 VIN Number
Vehicle 3 Ownership Status
Vehicle 3 Comprehensive Deductible
Vehicle 3 Collision Deductible
Vehicle 4 Year
Vehicle 4 Make
Vehicle 4 Model
Vehicle 4 VIN Number
Vehicle 4 Ownership Status
Vehicle 4 Comprehensive Deductible
Vehicle 4 Collision Deductible
Vehicle 1 Vehicle Use
Vehicle 2 Vehicle Use
Vehicle 3 Vehicle Use
Vehicle 4 Use Type
Vehicle 1 Miles One Way
Vehicle 2 Miles One Way
Vehicle 3 Miles One Way
Vehicle 4 Miles One Way
Vehicle 1 Towing Coverage
Vehicle 2 Towing Coverage
Vehicle 3 Towing Coverage
Vehicle 4 Towing Coverage
Vehicle 1 Rental Coverage
Vehicle 2 Rental Coverage
Vehicle 3 Rental Coverage
Vehicle 4 Rental Coverage
Driver 1 First Name
Driver 1 Middle Name
Driver 1 Last Name
Driver 1 Gender
Driver 1 License Number
Driver 1 License State
Driver 1 Date of Birth
Driver 1 Marital Status
Driver 1 Education Level
Driver 1 Age First Licensed
Driver 2 First Name
Driver 2 Middle Name
Driver 2 Last Name
Driver 2 Gender
Driver 2 License Number
Driver 2 License State
Driver 2 Date of Birth
Driver 2 Marital Status
Driver 2 Education Level
Driver 2 Age First Licensed
Driver 1 Industry
Driver 1 Occupation
Driver 2 Industry
Driver 2 Occupation
Driver 3 First Name
Driver 3 Middle Name
Driver 3 Last Name
Driver 3 Gender
Driver 3 License Number
Driver 3 License State
Driver 3 Date of Birth
Driver 3 Marital Status
Driver 3 Education Level
Driver 3 Age First Licensed
Driver 3 Industry
Driver 3 Occupation
Driver 4 First Name
Driver 4 Middle Name
Driver 4 Last Name
Driver 4 Gender
Driver 4 License Number
Driver 4 License State
Driver 4 Date of Birth
Driver 4 Marital Status
Driver 4 Education Level
Driver 4 Age First Licensed
Driver 4 Industry
Driver 4 Occupation
Manufacturer (Mobile Home only)
Make (Mobile Home only)
Model (Mobile Home only)
Length (Mobile Home only)
Width (Mobile Home only)
Name of Mobile Home Park (Mobile Home only)
Modified Applicant
Triggers when an applicant is modified.
Try ItModified Commercial Applicant
Triggers when a commercial applicant is modified.
Try It
