EZLynx to HubSpot
Cloud insurance agency platform combining a comparative rater, agency management system (AMS) and CRM for independent P&C agencies.
EZLynx data can move into HubSpot, landing mainly in Sales Hub. 2 of 8 mapped objects move directly (Applicants / customers (Applicant Master) and Prospects / Sales Center leads); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 10-20 weeks for a large one.
Migration checklist for EZLynx
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<10k contacts
CSV only.
Mid migration
10k-100k contacts with policies
Custom objects and joins.
Large migration
>100k, multi-branch
Likely needs API access and parallel running.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves EZLynx: what you need to get in, what lands in HubSpot, and what will not.
REST over HTTPS with XML/JSON payloads and webhooks; partner/enterprise-gated (third-party description)
For the API, partner or enterprise agreement credentials from EZLynx. For CSV export, an EZLynx user login with report access.
Sales Center leads export requires the Sales Center Admin permission. Report access for other data is not documented in the sources.
Choose your route
How will you move the data?
No native connector was found.
- You need: For the API, partner or enterprise agreement credentials from EZLynx. For CSV export, an EZLynx user login with report access.
- Permission: Sales Center leads export requires the Sales Center Admin permission. Report access for other data is not documented in the sources.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Reports (Book of Business Detail, Policy Master, Applicant Master) downloaded as CSV
- Reports 5.0 export of the whole report as PDF or CSV
- Sales Center Leads export to CSV by Sales Center Admins
- Scheduled report emails (under 12 MB)
- Partner/enterprise API
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 10-20 weeks, usually phased.
Talk to a partnerWhere each object lands
In EZLynx
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Applicants / customers (Applicant Master) | Contacts | yes | CSV report export. The applicant ID should be kept as a custom property for dedupe. |
| Households / accounts | Companies | partial | There is no native household object in HubSpot. Model as Companies or a custom object. Mapping is analyst judgement. |
| Prospects / Sales Center leads | Contacts | yes | Admins can export leads to CSV with filters. |
| Opportunities | Deals | partial | The API handles opportunities, but there is no confirmed bulk export. Verify the report availability. |
| Policies (Policy Master / Book of Business Detail) | Custom objects | partial | Move as reference data only. The policy system of record stays in EZLynx or the AMS. |
| Producers / agents / referral partners | Companies | manual | Producer codes are in the reports. Referral partner structure is not documented. |
| Notes, activities, tasks | Notes | manual | No documented bulk export. Check with EZLynx support. |
| Documents | Files | manual | Documents are readable through the API under agreement. There is no bulk export path in the sources. |
What to expect
These are regulated or system-bound functions. Keep them in EZLynx or the AMS.
It stays in the specialist system. HubSpot is not a ledger.
Exports are report-based and split by report type.
Scheduled emailed reports fail above 12 MB.
HubSpot has no native equivalent.
The API is not self-serve.
Ask EZLynx early about access or a data export service.
Use Book of Business Detail or Reports 5.0.
Dedupe on email and applicant ID.
Freeze changes at cutover.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Report/CSV export paths are backed by EZLynx and partner docs. The API is partner-gated, with no public docs or rate limits. Object mapping to HubSpot rests on category-level knowledge. HubSpot docs for this source were not reviewed.
Sources
Related migrations
Frequently asked questions
How do I migrate EZLynx to HubSpot?
1. Confirm user permissions for Reports and Sales Center Admin. 2. List needed reports: Applicant Master, Book of Business Detail, Sales Center leads. 3. Ask EZLynx whether API or partner access is available. 4. Decide the household and policy modelling in HubSpot (custom objects or properties).
What data can move from EZLynx to HubSpot?
These objects move directly: Applicants / customers (Applicant Master) and Prospects / Sales Center leads. Check the mapping table for partial and manual items.
What does not move from EZLynx to HubSpot?
Policy administration, rating and quote history, carrier downloads and Commission and accounting data. Plan to rebuild or retire these.
How long does a EZLynx to HubSpot migration take?
Small (<10k contacts): 2-4 weeks. Mid (10k-100k contacts with policies): 4-10 weeks. Large (>100k, multi-branch): 10-20 weeks. These are planning estimates, not a quote.
What access do I need to export from EZLynx?
For the API, partner or enterprise agreement credentials from EZLynx. For CSV export, an EZLynx user login with report access. Sales Center leads export requires the Sales Center Admin permission. Report access for other data is not documented in the sources.
What compliance issues apply when moving EZLynx data?
Check: Insurance policy and claims data, Driver licence and driving record data, Financial and payment information and Possible minors on family policies. Agree consent, retention and access rules before exporting.
Moving EZLynx into HubSpot?
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