Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads
This integration lets you skip the tedious data entry chores and get straight to converting prospects. Once it's active, this zap will automatically create a personal applicant in your Ezlynx account as soon as a new lead is added to AgencyZoom.
This integration lets you skip the tedious data entry chores and get straight to converting prospects. Once it's active, this zap will automatically create a personal applicant in your Ezlynx account as soon as a new lead is added to AgencyZoom.
- When this happens...Lead Created
Triggers when a new Lead is added.
- 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