AgencyZoom + EZLynx

Create business leads in AgencyZoom from new opportunities in EZLynx

Transform new opportunities in EZLynx into actionable business leads in AgencyZoom with this efficient workflow. As soon as a new opportunity arises in EZLynx, a corresponding business lead is created in AgencyZoom, ensuring you never miss a potential client. Streamline your lead management process and enhance your business growth using this simple and effective automation.

Transform new opportunities in EZLynx into actionable business leads in AgencyZoom with this efficient workflow. As soon as a new opportunity arises in EZLynx, a corresponding business lead is created in AgencyZoom, ensuring you never miss a potential client. Streamline your lead management process and enhance your business growth using this simple and effective automation.

  1. When this happens...
    EZLynxEZLynx
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Business Lead

    Create a business lead in Agencyzoom.

    ActionWrite
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Supported triggers and actions

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

    New Applicant

    Triggers when a new applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Prospect

    Triggers when a new commercial prospect is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Document

    Triggers when a new document is added.

    Trigger
    Instant
    Try It
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About EZLynx

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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