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.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
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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