EZLynx and Salesflare

How to connect EZLynx

When new Note in EZLynx, create internal note in Salesflare.
When new Opportunity in EZLynx, create opportunity in Salesflare.
When new Opportunity in Salesflare, create Commercial Applicant With Opportunity in EZLynx.

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

Start a workflow when this happens

Modified Applicant — Triggers when an applicant is modified.
Modified Commercial Applicant — Triggers when a commercial applicant is modified.
Modified Commercial Prospect — Triggers when a commercial prospect is modified.
Modified Document — Triggers when a document is modified.
Modified Opportunity — Triggers when an opportunity is modified.

Show 8 more triggers

Modified Prospect — Triggers when a prospect is modified.
New Applicant — Triggers when a new applicant is added.
New Commercial Applicant — Triggers when a new commercial applicant is added.
New Commercial Prospect — Triggers when a new commercial prospect is added.
New Document — Triggers when a new document is added.
New Note — Triggers when a new note is added.
New Opportunity — Triggers when a new opportunity is added.
New Prospect — Triggers when a new prospect is added.

Things Salesflare can make it do

Create Commercial Applicant With Opportunity — Creates a new commercial applicant with opportunity.
Create Commercial Prospect — Creates a new commercial prospect.
Create Document — Creates a new document.
Create Note — Creates a new Note.
Create Personal Applicant With Opportunity — Creates a new personal applicant with opportunity.