Sync an Existing Contact from EZLynx
You can now select a matching EZLynx contact from within the applicant form. This ensures that Risk Profiles always stay linked to the correct person in EZLynx.
Written By David Watson
Last updated 4 months ago
Overview
If a prospect or customer already exists in EZLynx, RiskAdvisor now gives you a way to match and sync that person directly—preventing duplicates and fixing sync errors caused by deleted or merged applicants.
How To Do It 🚀
Use this when the contact already exists in EZLynx and you want to link their RiskAdvisor profile.
1. Start a New Risk Profile or go to an existing Risk Profile
2. Click "Sync from Integrations"
You’ll see the Sync from Integrations section if EZLynx is enabled.
3. Select Matching Contact
Click Select Matching Contact under EZLynx.
RiskAdvisor searches EZLynx using:
Email
Phone number
Name
4. Review the Matching Results
You'll see:
Full name
Email address
Phone number
Last updated date
5. Choose the Correct Applicant
Select the correct EZLynx applicant.
This creates a one-to-one match between the RiskAdvisor client and the EZLynx record.