Create EZLynx commercial applicants with opportunities from new AgencyZoom policies sold
Streamline your insurance sales process by connecting AgencyZoom and EZLynx with this efficient workflow. When a new policy is sold in AgencyZoom, this automation creates a commercial applicant with an opportunity in EZLynx, saving you time and ensuring smooth data transfer between the two platforms. Enhance productivity and keep your records up-to-date with this seamless integration.
Streamline your insurance sales process by connecting AgencyZoom and EZLynx with this efficient workflow. When a new policy is sold in AgencyZoom, this automation creates a commercial applicant with an opportunity in EZLynx, saving you time and ensuring smooth data transfer between the two platforms. Enhance productivity and keep your records up-to-date with this seamless integration.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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