AccuLynx + Jills Office
Create new AccuLynx leads from new action items in Jills Office
This workflow springs into action the moment a New Action Item emerges in the Jills Office app, paving the way for lead creation in AccuLynx. Streamline and enhance your sales force by swiftly transforming your office tasks into potential business opportunities. It's a seamless bridge between task management and customer acquisition, reducing manual data entry and ensuring every potential lead is captured with efficiency.
This workflow springs into action the moment a New Action Item emerges in the Jills Office app, paving the way for lead creation in AccuLynx. Streamline and enhance your sales force by swiftly transforming your office tasks into potential business opportunities. It's a seamless bridge between task management and customer acquisition, reducing manual data entry and ensuring every potential lead is captured with efficiency.
- When this happens...New Action Item
Triggers when a new action item is created.
- automatically do this!Create Lead
Creates a new lead.
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New Action Item
Triggers when a new action item is created.
Try ItFirst Name
Last Name
Email
Phone NumberRequired
SourceRequired
More information
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
