Book of Business Sync
Keep your Book of Business synced between EZLynx and AgencyZoom. It only takes about 2 minutes and creates:
- Cross-sell opportunities
- Automated retention engagement
- Automated 5-star Google reviews
- Reports and Dashboards that are enhanced and easy to read
- Access to your Book of Business from our Mobile app
- Plus more
The sync is completed via custom CSV file import.
Click HERE to follow our step-by-step guide so you can sync your Book of Business now!
If your using Sales Center then you can sync AgencyZoom's pipeline manager.
This sync is completed via Zapier. Becasue Zapier is very robust there are a lot of use cases on how and what you should sync.
The most common are:
- New lead in AgencyZoom automatically creates an applicant in EZLynx (no double entry)
- New sold deal in AgencyZoom automatically updates an applicate
The sky is the limit if you are creative!
Please Note - You must have EZLynx Sales Center in order for AgencyZoom to send any info to EZLynx via Zapier.