Collect insurance quote requests, format submission date, create applicant in EZLynx, and send follow-up email
Collect insurance quote requests, format submission date, create applicant in EZLynx, and send follow-up email
Collect insurance quote requests from Squarespace Forms, format submission dates with Formatter by Zapier, create a new applicant record in EZLynx, and send personalized follow-up emails via Microsoft Outlook for improved client engagement.
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Overview
Collect insurance quote requests from Squarespace Forms, format submission dates with Formatter by Zapier, create a new applicant record in EZLynx, and send personalized follow-up emails via Microsoft Outlook for improved client engagement.