Create personal prospects in EZLynx from new leads in AgencyZoom
Effortlessly transfer new leads from AgencyZoom to EZLynx with this seamless workflow. When a lead is created in AgencyZoom, it instantly creates a personal prospect in EZLynx, ensuring all your potential clients are managed in one place. Save time and streamline your lead management process with this efficient automation.
Effortlessly transfer new leads from AgencyZoom to EZLynx with this seamless workflow. When a lead is created in AgencyZoom, it instantly creates a personal prospect in EZLynx, ensuring all your potential clients are managed in one place. Save time and streamline your lead management process with this efficient automation.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create Personal Prospect
Creates a new personal prospect.
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Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired