AgencyZoom + EZLynx

Create new EZLynx applicants with opportunities when new policies are sold in AgencyZoom

Elevate your efficiency with this streamlined workflow. When a new policy is sold in AgencyZoom, it effortlessly generates a personal applicant with an opportunity in EZLynx. This automation eliminates the need for manual data entry, giving you more time to focus on strategic tasks and customer service. Simplify your tasks and stay organized with this seamless connection between AgencyZoom and EZLynx.

Elevate your efficiency with this streamlined workflow. When a new policy is sold in AgencyZoom, it effortlessly generates a personal applicant with an opportunity in EZLynx. This automation eliminates the need for manual data entry, giving you more time to focus on strategic tasks and customer service. Simplify your tasks and stay organized with this seamless connection between AgencyZoom and EZLynx.

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

    Triggers when a new policy is sold.

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

    Creates a new personal 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.
Help

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.
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