AccuLynx + Verse
Create Verse leads from new AccuLynx jobs by milestone
Stay on top of your project workflows with ease. Whenever a list of jobs by milestone becomes available in AccuLynx, this workflow swiftly generates a new lead in Verse. This streamlined process ensures no opportunity is missed, saving you time and effort while keeping your sales pipeline refreshed consistently. In essence, it makes managing jobs and leads between AccuLynx and Verse quicker and more efficient.
Stay on top of your project workflows with ease. Whenever a list of jobs by milestone becomes available in AccuLynx, this workflow swiftly generates a new lead in Verse. This streamlined process ensures no opportunity is missed, saving you time and effort while keeping your sales pipeline refreshed consistently. In essence, it makes managing jobs and leads between AccuLynx and Verse quicker and more efficient.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Conversation
Search for a conversation by name, email, phone, conversation ID, or external ID.
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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
NameRequired
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
NameRequired
NameRequired
