AgencyZoom + EZLynx

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.

  1. When this happens...
    AgencyZoomAgencyZoom
    New Policy Sold

    Triggers when a new policy is sold.

    TriggerInstant
  2. automatically do this!
    EZLynxEZLynx
    Create Commercial Applicant With Opportunity

    Creates a new commercial applicant with opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Lead contact emailRequired

    • Activity noteRequired

    Action
    Write
    • NameRequired

    Action
    Write
    • Customer NameRequired

    • Customer Email AddressRequired

    • Policy Number

    • SummeryRequired

    • CategoryRequired

    • PriorityRequired

    • PipelineRequired

    • StageRequired

    • Customer Service Representative

    • CSR Assignment Group

    • Due after daysRequired

    • Tag

    • DescriptionRequired

    Action
    Write
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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ezlynx logo
ezlynx logo

About EZLynx

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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