In the video tutorial below, we're going to show you how to integrate your AgencyZoom account with EZLynx. The purpose of this integration is to eliminate duplicate entry by automatically adding the new leads created in AgencyZoom to your EZLynx account.
There are a couple of things that you'll need to do before setting up this integration:
- Make sure that you have a Zapier Account. Zapier is a third-party integration tool that allows you to connect AgencyZoom with other applications. If you don't have a Zapier account, then you can go to Zapier.com and create one! The basic account is free, but as you'll notice in the video you may need to upgrade to their pro plan ($24 month) if you want to create more complex Zaps (but don't worry - you can still do a lot with the free version).
- Understand the fundamentals of how Zapier works. We highly encourage you to watch the Zapier training! It can be extremely helpful to know this tool beyond this specific integration, especially since you can use it to create your own integrations. Knowing Zapier will give you the opportunity to further customize your AgencyZoom account to suit your needs.
- Get access to the EZLynx app in Zapier. The EZLynx application within Zapier is not open to every EZLynx user, so please be sure to contact your EZLynx account manager to find out how you can get access and start using it.
Please note that in this video we are creating an integration that starts from AgencyZoom and ends in EZLynx. The end goal is to take every lead that you create in AgencyZoom and create a matching prospect in EZLynx.