EZLynx Integrations

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Create personal leads in AgencyZoom for new EZLynx applicants
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EZLynx + AgencyZoom
Update opportunity statuses in Ramsey Pro Portal from newly modified opportunities in EZLynx
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EZLynx + Filter by Zapier + Ramsey Pro Portal
Add new EZLynx commercial applicants as entities in Sembley
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EZLynx + Sembley
Create new EZLynx applicants with opportunities from new Jotform submissions
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Jotform + EZLynx

Create personal applicants in EZLynx for new personal leads in AgencyZoom
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AgencyZoom + Filter by Zapier + EZLynx

Create personal prospects in EZLynx for every new submission in Jotform
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Jotform + EZLynx

Create personal leads in AgencyZoom for new EZLynx applicants

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EZLynx + AgencyZoom

Update opportunity statuses in Ramsey Pro Portal from newly modified opportunities in EZLynx

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EZLynx + Filter by Zapier + Ramsey Pro Portal

Add new EZLynx commercial applicants as entities in Sembley

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EZLynx + Sembley

Create new EZLynx applicants with opportunities from new Jotform submissions

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Jotform + EZLynx

Create personal applicants in EZLynx for new personal leads in AgencyZoom

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AgencyZoom + Filter by Zapier + EZLynx

Create personal prospects in EZLynx for every new submission in Jotform

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Jotform + EZLynx

Supported triggers and actions

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
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Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
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Instant
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New Document
Triggers when a new document is added.
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Instant
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New Note
Triggers when a new note is added.
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Instant
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Modified Opportunity
Triggers when an opportunity is modified.
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Instant
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Modified Prospect
Triggers when a prospect is modified.
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Instant
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- Business NameRequired
- NAICS Code
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Initial
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant IdRequired
- Document NameRequired
- Document-(blob file/doc file)Required
- Folder Path
Action
Write
- Prefix
- First NameRequired
- Middle Initial
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant IdRequired
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search

Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
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Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
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Modified Document
Triggers when a document is modified.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is added.
Trigger
Instant
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- Applicant IdRequired
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business NameRequired
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant IdRequired
- Discussion TitleRequired
- Note DescriptionRequired
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

EZLynx Integrations

Do more with EZLynx integrations

AgencyZoom

Jotform

Gravity Forms

Google Sheets

Salesforce

RingCentral

HubSpot

LeadConnector

Gmail

AgencyZoom

Jotform

Gravity Forms

Google Sheets

Salesforce

RingCentral

AgencyZoom

Jotform

Gravity Forms

Google Sheets

Salesforce

RingCentral

HubSpot

LeadConnector

Gmail

Join millions worldwide who automate their work using Zapier

Create personal leads in AgencyZoom for new EZLynx applicants

Update opportunity statuses in Ramsey Pro Portal from newly modified opportunities in EZLynx

Add new EZLynx commercial applicants as entities in Sembley

Create new EZLynx applicants with opportunities from new Jotform submissions

Create personal applicants in EZLynx for new personal leads in AgencyZoom

Create personal prospects in EZLynx for every new submission in Jotform

Create personal leads in AgencyZoom for new EZLynx applicants

Update opportunity statuses in Ramsey Pro Portal from newly modified opportunities in EZLynx

Add new EZLynx commercial applicants as entities in Sembley

Create new EZLynx applicants with opportunities from new Jotform submissions

Create personal applicants in EZLynx for new personal leads in AgencyZoom

Create personal prospects in EZLynx for every new submission in Jotform

New Applicant

New Commercial Applicant

New Commercial Prospect

New Document

New Note

Modified Opportunity

Modified Prospect

Create Commercial Applicant With Opportunity

Create Document

Create Personal Applicant With Opportunity

Update Personal Applicant

Search Personal Applicants

Modified Applicant

Modified Commercial Applicant

Modified Commercial Prospect

Modified Document

New Opportunity

New Prospect

Update Commercial Applicant

Create Commercial Prospect

Create Note

Create Personal Prospect

Search Commercial Applicants

About EZLynx

Related categories

Similar apps

Zapier Interfaces

Popular EZLynx Integrations

Popular EZLynx Integrations