AccuLynx + Beside

Create new leads in AccuLynx when new leads occur in Beside

Streamline your lead management process with this workflow. When a new lead comes in through the Beside app, the same information is promptly transferred into AccuLynx, creating a lead record there. This effective organization not only saves time but also enhances efficiency by ensuring every lead is tracked and acted upon promptly, without the need for manual data entry.

When this happens...
Lead
Triggers when a new lead communicates with you or you communicate with a new lead.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- Direction
- InboxRequired
Trigger
Instant
Try It
- StatusRequired
- InboxRequired
Trigger
Instant
Try It
- InboxRequired
Trigger
Instant
Try It
- Standard MilestonesRequired
Trigger
Polling
Try It
- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write

- Search term
Action
Search
- NameRequired
Action
Search

- NameRequired
Action
Search

- InboxRequired
Trigger
Instant
Try It
- Direction
- InboxRequired
Trigger
Instant
Try It
- InboxRequired
Trigger
Instant
Try It
- 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
Action
Write
- 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
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search