# EZLynx integrations that take the retyping out of quoting and service.

## 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.

*Close-up of a person analyzing financial documents using a calculator and pen*

Photo: [Bia Limova on Pexels](https://www.pexels.com/photo/financial-analysis-with-calculator-and-documents-33175651/)

- 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](https://pushbuild.com/services/api-integrations.html) [n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

### Quote follow-up

Open quotes listed by producer with timed reminders until each one is won, lost or closed.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html) [CRM setup and lead pipelines](https://pushbuild.com/services/crm-setup.html)

### CRM 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](https://pushbuild.com/services/api-integrations.html) [CRM setup and lead pipelines](https://pushbuild.com/services/crm-setup.html)

### Renewal review list

Policies renewing soon with a premium change listed for a call before the client shops elsewhere.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

### Agency reporting

Quotes, conversions and retention by producer and carrier on one page, refreshed each week.

[Dashboards and reporting](https://pushbuild.com/services/dashboards.html) [ETL and data pipelines](https://pushbuild.com/services/etl-data-pipelines.html)

### Phone 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 automation](https://pushbuild.com/services/workflow-automation.html)

**What we connect it to:** [AgencyZoom](https://pushbuild.com/tools/agencyzoom.html), [HubSpot](https://pushbuild.com/tools/hubspot.html), [RingCentral](https://pushbuild.com/tools/ringcentral.html), [Outlook](https://pushbuild.com/tools/outlook.html), [Gmail](https://pushbuild.com/tools/gmail.html), [Google Sheets](https://pushbuild.com/tools/google-sheets.html), [Zapier](https://pushbuild.com/tools/zapier.html).

**Industries that use it:** [Insurance](https://pushbuild.com/for/insurance.html).

## 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, CRM

Example project

### Quote reminders

Example: each producer gets a morning list of quotes older than three days with no follow-up recorded.

EZLynx data, email

Example 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 Sheets

Not sure where to start? [Start with an Automation Audit](https://pushbuild.com/audit.html).

## 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.

## Related

[**AgencyZoom**Lead capture, quote follow-up, renewal reminders and reporting for AgencyZoom agencies, connected to your AMS, forms and phones..](https://pushbuild.com/tools/agencyzoom.html)[**AMS360**Renewal lists, producer reports and hand-offs around Vertafore AMS360, built on its reports or on Vertafore's API where your agency subscribes..](https://pushbuild.com/tools/ams360.html)[**HawkSoft**Work around HawkSoft: renewal follow-up, reports and email intake, built on HawkSoft's exports and certified partner integrations..](https://pushbuild.com/tools/hawksoft.html)[**HubSpot**HubSpot pipelines, workflows, lead routing, email sequences and integrations with your forms, calendar, billing and other tools..](https://pushbuild.com/tools/hubspot.html)

## 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.

[hello@pushbuild.com](mailto:hello@pushbuild.com?subject=EZLynx%20project)

[(617) 299-8887](tel:+16172998887)

**Pushbuild** · Automate your business with Pushbuild: [pushbuild.com/contact](https://pushbuild.com/contact)

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As of 2026-11-10. Source: https://pushbuild.com/tools/ezlynx.html
