AgencyZoom + EZLynx + Filter by Zapier

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.

  1. When this happens...
    AgencyZoomAgencyZoom
    Lead Created

    Triggers when a new Lead is added.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then 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.

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.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier