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.
Try ItSearch (Optional)
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
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
First NameRequired
Last NameRequired
EmailRequired
Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term


