EZLynx + Sembley
Create commercial prospects in EZLynx when new insureds are sent to zapier from Sembley
Streamline your insurance prospecting process with this straightforward workflow. When you send insured information to Zapier from within the Sembley app, this automation instantly generates a new commercial prospect in the EZLynx app. This efficient process not only saves you time but also ensures all potential customer data is seamlessly transferred and nothing falls through the cracks. Benefit from organized and accurate business insurance prospecting.
Streamline your insurance prospecting process with this straightforward workflow. When you send insured information to Zapier from within the Sembley app, this automation instantly generates a new commercial prospect in the EZLynx app. This efficient process not only saves you time but also ensures all potential customer data is seamlessly transferred and nothing falls through the cracks. Benefit from organized and accurate business insurance prospecting.
- When this happens...Send Insured to Zapier
Triggers when a user shares an insured from the insured index
- automatically do this!Create Commercial Prospect
Creates a new commercial prospect.
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New Insured
Triggers when a new insured is created.
Try ItSend Insured to Zapier
Triggers when a user shares an insured from the insured index
Try ItNew Applicant
Triggers when a new applicant is added.
Try ItNew Commercial Applicant
Triggers when a new commercial applicant is added.
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Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Try ItInsured NameRequired
Insured Email
Insured NAICS Code
Insured SIC Code
Insured Primary Phone Number
Insured Cell Phone Number
Insured Tax Identification Number
Insured Website
Insured Fax Number
Insured Contact Full Name
Modified Applicant
Triggers when an applicant is modified.
Try ItModified Commercial Applicant
Triggers when a commercial applicant is modified.
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