AccuLynx + Follow Up Boss
List new AccuLynx jobs by milestone and generate new inquiries or website events in Follow Up Boss
Stay on the leading edge of productivity with this setup. As soon as a list of jobs by Milestone is updated in AccuLynx, it instantly creates a new inquiry or website event in Follow Up Boss. This workflow improves your lead management process and keeps your sales funnel running smoothly, ensuring that no opportunities are missed.
Stay on the leading edge of productivity with this setup. As soon as a list of jobs by Milestone is updated in AccuLynx, it instantly creates a new inquiry or website event in Follow Up Boss. This workflow improves your lead management process and keeps your sales funnel running smoothly, ensuring that no opportunities are missed.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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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
