EZLynx and Salesflare

How to connect 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.