Connect AgencyZoom and EZLynx to unlock the power of automation

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Set up your first integration

Quickly connect AgencyZoom to EZLynx with a Zapier template.

Our most popular template

Create personal leads in AgencyZoom for new EZLynx applicants
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EZLynx + AgencyZoom
Create personal applicants in EZLynx for new personal leads in AgencyZoom
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AgencyZoom + Filter by Zapier + EZLynx
Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads
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AgencyZoom + EZLynx
Create commercial applicants in EZLynx for new business leads in AgencyZoom
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AgencyZoom + Filter by Zapier + EZLynx
Update leads in AgencyZoom when applicants are modified in EZLynx
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EZLynx + AgencyZoom
Create personal prospects in EZLynx from new leads in AgencyZoom
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AgencyZoom + EZLynx

Create personal leads in AgencyZoom for new EZLynx applicants

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EZLynx + AgencyZoom

Create personal applicants in EZLynx for new personal leads in AgencyZoom

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AgencyZoom + Filter by Zapier + EZLynx

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

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AgencyZoom + EZLynx

Create commercial applicants in EZLynx for new business leads in AgencyZoom

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AgencyZoom + Filter by Zapier + EZLynx

Update leads in AgencyZoom when applicants are modified in EZLynx

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EZLynx + AgencyZoom

Create personal prospects in EZLynx from new leads in AgencyZoom

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AgencyZoom + EZLynx

Turn new EZLynx prospects into personal leads in AgencyZoom
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EZLynx + AgencyZoom
Create EZLynx commercial applicants with opportunities from new AgencyZoom policies sold
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AgencyZoom + EZLynx

How Zapier works

Zapier makes it easy to integrate AgencyZoom with EZLynx - no code necessary. See how you can get setup in minutes.

Select a trigger from AgencyZoom

A trigger is an event that starts your Zap and runs the workflow. For example, with AgencyZoom, a trigger could be "Lead Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from EZLynx

An action is what takes place after the automation is triggered. For example, with EZLynx, the action could be "Update Commercial Applicant."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected AgencyZoom to EZLynx

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your AgencyZoom to EZLynx integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about AgencyZoom + EZLynx integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AgencyZoom and EZLynx

How do I set up the integration between AgencyZoom and EZLynx?

To set up the integration, first ensure both AgencyZoom and EZLynx accounts are active. Access our platform, navigate to 'Integrations', select AgencyZoom and EZLynx, and follow the provided setup instructions. You may need API keys from both applications.

What triggers are available with the AgencyZoom and EZLynx integration?

Our integration allows you to trigger actions based on events like 'New Lead Created' in AgencyZoom or 'Policy Updated' in EZLynx, facilitating seamless data flow between the platforms.

What actions can be automated with the integration?

You can automate actions such as updating lead details in EZLynx when a new lead is created in AgencyZoom or adding a note in AgencyZoom when policy details change in EZLynx.

Do I need coding skills to integrate these platforms?

No coding skills are required. The integration is user-friendly and designed for simple configuration through our interface. Just follow the step-by-step guide.

Can I customize what data gets synced between AgencyZoom and EZLynx?

Yes, you can customize data syncing according to specific business needs. Choose what information should be transferred based on available triggers and actions within our platform.

Is there a limit on how many triggers or actions I can set up?

There is no inherent limit on the number of triggers or actions you can configure. However, it's important to stay within your subscription plan's usage limits.

How do I troubleshoot if my integration isn't working as expected?

First, check if all API connections are active and credentials haven't changed. Review your trigger-action configurations for errors. Our support team is available for additional assistance if needed.

Connect AgencyZoom and EZLynx to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Lead contact email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
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New Document
Triggers when a new document is added.
Trigger
Instant
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New Note
Triggers when a new note is added.
Trigger
Instant
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Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
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Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
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- Business Name
- NAICS Code
- Website URL
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Business Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant Id
  Required
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Business Fax
- Email
- Alternate Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
  Required
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone
- Lead Status
- Lead Source
- Account Type
Action
Search

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Business Name
  Required
Action
Write
- Business Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search
Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
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Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
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Modified Document
Triggers when a document is modified.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant Id
  Required
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business Name
- Website URL
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Business Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- BusinessPhone
- Email
- First Name
  Required
- Last Name
  Required
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search

Learn how to automate AgencyZoom on the Zapier blog

Learn how to automate EZLynx on the Zapier blog

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About EZLynx

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect AgencyZoom and EZLynx to unlock the power of automation

Set up your first integration

Create personal leads in AgencyZoom for new EZLynx applicants

Create personal applicants in EZLynx for new personal leads in AgencyZoom

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

Create commercial applicants in EZLynx for new business leads in AgencyZoom

Update leads in AgencyZoom when applicants are modified in EZLynx

Create personal prospects in EZLynx from new leads in AgencyZoom

Create personal leads in AgencyZoom for new EZLynx applicants

Create personal applicants in EZLynx for new personal leads in AgencyZoom

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

Create commercial applicants in EZLynx for new business leads in AgencyZoom

Update leads in AgencyZoom when applicants are modified in EZLynx

Create personal prospects in EZLynx from new leads in AgencyZoom

Turn new EZLynx prospects into personal leads in AgencyZoom

Create EZLynx commercial applicants with opportunities from new AgencyZoom policies sold

How Zapier works

Select a trigger from AgencyZoom

Setup an action from EZLynx

That’s it! You just connected AgencyZoom to EZLynx

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about AgencyZoom + EZLynx integrations

Connect AgencyZoom and EZLynx to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate AgencyZoom on the Zapier blog

Learn how to automate EZLynx on the Zapier blog

Connect AgencyZoom to EZLynx on the world's largest no-code automation platform