Create personal applicants in EZLynx for new personal leads in AgencyZoom
Reduce double-entry in AgencyZoom and EZLynx. This integration creates new Applicants in EZLynx when new Leads of type personal are created in AgencyZoom.
Reduce double-entry in AgencyZoom and EZLynx. This integration creates new Applicants in EZLynx when new Leads of type personal are created in AgencyZoom.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Personal Applicant With Opportunity
Creates a new personal 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