EZLynx automation at a glance
| Does EZLynx have an API? | EZLynx provides API access and webhooks through its partner program, and access is set up by EZLynx for each account. We confirm what yours allows before scoping, and use exports where it is not available. |
|---|---|
| Connects with | AgencyZoom, HubSpot, RingCentral, Outlook, Gmail, Google Sheets, Zapier |
| Used by | Insurance |
| What we build | Lead entry from your website; Quote follow-up; CRM kept in step; Renewal review list; Agency reporting |
Sound familiar?
What insurance agencies on EZLynx tell us before a project starts.
- Web leads are typed into EZLynx one by one.
- Quotes go out and nobody follows up in time.
- Our CRM and EZLynx show different client details.
- Monthly numbers come from several exports pasted together.
- Renewal reviews depend on someone remembering.
What we build
Each one is a working piece you can open and check when it's done.
Lead entry from your website
Leads from your quote forms sent into EZLynx or your CRM with the details checked, so nobody retypes them.
API integrations and data sync n8n, Make and Zapier automationQuote follow-up
Open quotes listed by producer with timed reminders until each one is won, lost or closed.
n8n, Make and Zapier automation CRM setup and lead pipelinesCRM kept in step
Client and policy details matched between EZLynx and your CRM so service and sales work from one record.
API integrations and data sync CRM setup and lead pipelinesRenewal review list
Policies renewing soon with a premium change listed for a call before the client shops elsewhere.
n8n, Make and Zapier automationAgency reporting
Quotes, conversions and retention by producer and carrier on one page, refreshed each week.
Dashboards and reporting ETL and data pipelinesPhone and text hand-offs
Missed calls and texts from clients matched to their EZLynx record and sent to the right person.
n8n, Make and Zapier automationWhat we connect it to: AgencyZoom, HubSpot, RingCentral, Outlook, Gmail, Google Sheets, Zapier.
Industries that use it: Insurance.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Website quotes straight in
Example: a personal lines agency sends quote-form leads into its CRM and EZLynx without retyping.
Web form, EZLynx integration, CRMExample project
Quote reminders
Example: each producer gets a morning list of quotes older than three days with no follow-up recorded.
EZLynx data, emailExample project
Renewal premium changes
Example: a service lead reviews a weekly list of renewals with a large premium change and calls those clients first.
Exports, Google SheetsNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does EZLynx have an API?
EZLynx provides API access and webhooks through its partner program, and access is set up by EZLynx for each account. We confirm what yours allows before scoping, and use exports where it is not available.
Can you connect EZLynx to AgencyZoom or HubSpot?
Often, yes. Several CRMs already have EZLynx integrations. We check what exists before building anything new.
Will this change how producers quote?
No. Quoting stays in EZLynx. We remove the copying before and after it.
How do we start?
Tell us where leads or quotes most often get stuck. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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