Create new commercial prospects in EZLynx for each new entity in Sembley
Streamline your workflow between Sembley and EZLynx with this automation. When a new entity is added in Sembley, a commercial prospect is immediately created in EZLynx. No need for manual data entry, this workflow ensures your prospects are always up to date, improving your efficiency and productivity.
Streamline your workflow between Sembley and EZLynx with this automation. When a new entity is added in Sembley, a commercial prospect is immediately created in EZLynx. No need for manual data entry, this workflow ensures your prospects are always up to date, improving your efficiency and productivity.
- When this happens...New Entity
Triggers when there is a new entity.
- automatically do this!Create Commercial Prospect
Creates a new commercial prospect.
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New Entity
Triggers when there is a new entity.
Try ItNew Applicant
Triggers when a new applicant is added.
Try ItNew Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItNew Commercial Prospect
Triggers when a new commercial prospect is added.
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Entity NameRequired
insured full name
insured email
insured naics code
insured sic code
insured primary phone number
insured tax identification number
Modified Applicant
Triggers when an applicant is modified.
Try ItModified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItModified Commercial Prospect
Triggers when a commercial prospect is modified.
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