Create leads in AccuLynx from new pins in Active Knocker
Boost your efficiency and streamline your sales process. When a new pin is created in the Active Knocker app, this workflow immediately generates a new lead in AccuLynx. This means you're always on top of potential customers without needing to manually move information between the two platforms. Experience a more seamless connection between your door knocking and sales management processes.
Boost your efficiency and streamline your sales process. When a new pin is created in the Active Knocker app, this workflow immediately generates a new lead in AccuLynx. This means you're always on top of potential customers without needing to manually move information between the two platforms. Experience a more seamless connection between your door knocking and sales management processes.
- When this happens...New Pin
Triggers when a new pin is created.
- automatically do this!Create Lead
Creates a new lead.
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New Pin
Triggers when a new pin is created.
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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 Extention 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
First NameRequired
Last NameRequired
EmailRequired
Standard Milestones
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