AccuLynx + Active Knocker integrations
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.
- When this happens...New PinTriggers when a new pin is created.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Active Knocker and AccuLynx
Discover other triggers and actions you can use with Active Knocker and AccuLynx
- New Pin
Triggers when a new pin is created.
Try ItTriggerPolling - Search (Optional)
ActionSearch- Contact 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
ActionWrite- 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
ActionWrite
- First NameRequired
- Last NameRequired
- EmailRequired
ActionWrite- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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