EZLynx + Pluto

EZLynx + Pluto integrations

Add new EZLynx contacts to Pluto CRM

Whenever a new contact is added in EZLynx, this Zap automatically sends that info over to Pluto, keeping both platforms up to date without any manual work. Say goodbye to double entry and hello to a smarter workflow. Whether it's leads or policyholders, you'll always have your latest contacts ready to go in Pluto.

When this happens...
New ApplicantTriggers when a new applicant is added.
TriggerInstant
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Create/Update a ContactCreate or update a contact record in Pluto.
ActionWrite

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More things you can do with EZLynx and Pluto

Discover other triggers and actions you can use with EZLynx and Pluto

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
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New Document
Triggers when a new document is added.
Trigger
Instant
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New Note
Triggers when a new note is added.
Trigger
Instant
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Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
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Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
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- Business Name
  Required
- NAICS Code
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant Id
  Required
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search
Deal Stage Changed
Triggers when a deal is moved to a new stage in Pluto.
Trigger
Instant
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New Contact Added
Triggers when a new contact is added in Pluto.
Trigger
Instant
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New Note Created
Triggers when a new note is created in Pluto.
Trigger
Instant
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- Campaign
  Required
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- Tag
  Required
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- Deal Title
- Deal Value
  Required
- Insurance Company
- Policy Name
- Expected Closing Date
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
- Deal Status
Action
Write
- Email
- Phone
Action
Write

Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
Try It
Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
Try It
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It
Modified Document
Triggers when a document is modified.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant Id
  Required
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business Name
  Required
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search
Tag Added to Contact
Triggers when a contact is added to a tag in Pluto.
Trigger
Instant
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Deal Status Changed
Triggers when a deal is marked as won or lost in Pluto.
Trigger
Instant
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New Deal Created
Triggers when a new deal is added to a pipeline in Pluto.
Trigger
Instant
Try It
Tag Removed From Contact
Triggers when a tag is removed from a contact in Pluto.
Trigger
Instant
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- Note
  Required
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- Phone
- Email
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Url
- Company Name
- Birth Date
- Anniversary Date
Action
Write
- Tag
  Required
- Email
- Phone
Action
Write

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Pluto

Pluto is a CRM and marketing automation platform designed for insurance agents.

HelpHelp

Related categories

CRM (Customer Relationship Management)