123FormBuilder + AccuLynx
Create new leads in AccuLynx from new submissions in 123FormBuilder
When a new submission rolls in through 123FormBuilder, this workflow can instantly kickstart your lead management process in AccuLynx. Every time data is submitted in 123FormBuilder, a new lead will be created in AccuLynx, ensuring a seamless data transfer and saving you valuable time. This simple yet effective process lets you focus more on converting leads rather than handling administrative tasks.
When a new submission rolls in through 123FormBuilder, this workflow can instantly kickstart your lead management process in AccuLynx. Every time data is submitted in 123FormBuilder, a new lead will be created in AccuLynx, ensuring a seamless data transfer and saving you valuable time. This simple yet effective process lets you focus more on converting leads rather than handling administrative tasks.
- When this happens...New Submission
Triggers when a submission is added for a form of your choice.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
New Form
Triggers when a new form is added to your account.
Try ItStandard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
FormRequired
Try ItContact typeRequired
First nameRequired
Last nameRequired
Cross reference
Company name
Company job title
Note
Phone Number
Extension
Is this the primary phone number?
Can receive text messages?
Type of Phone Number
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extension 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
NameRequired
