EZLynx + Smith.ai

Create EZLynx notes for new Smith.ai calls

Smith.ai receptionists collect contact information for every caller to your business. With this integration, any call handled by Smith.ai’s receptionists is visible directly within EZLynx, automatically. This means that businesses will never miss a call, and their staff will be able to understand the work already completed quickly. They can immediately identify and assign tasks for next steps, all within a single program: EZLynx.

Smith.ai receptionists collect contact information for every caller to your business. With this integration, any call handled by Smith.ai’s receptionists is visible directly within EZLynx, automatically. This means that businesses will never miss a call, and their staff will be able to understand the work already completed quickly. They can immediately identify and assign tasks for next steps, all within a single program: EZLynx.

  1. When this happens...
    Smith.aiSmith.ai
    New Call

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this...
    EZLynxEZLynx
    Search Personal Applicants

    Searches personal applicants in EZLynx.

    ActionSearch
  3. then do this!
    EZLynxEZLynx
    Create Note

    Creates a new Note.

    ActionWrite
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Supported triggers and actions

What does this mean?
ezlynx logo
ezlynx logo

About EZLynx

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

Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
smithai-zapier-app-da100556 logo
smithai-zapier-app-da100556 logo

About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
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Related categories

  • Phone & SMS