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AccuLynx + Jills Office

AccuLynx + Jills Office

AccuLynx + Jills Office integrations

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.

  1. When this happens...
    New Action Item
    New Action Item
    New Action ItemTriggers when a new action item is created.
    TriggerInstant
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
    ActionWrite
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More things you can do with Jills Office and AccuLynx

Discover other triggers and actions you can use with Jills Office and AccuLynx

  • Jills Office triggers, actions, and search
    New Action Item

    Triggers when a new action item is created.

    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Email
    • Phone Number
      Required
    • Source
      Required
    • More information
    Action
    Write
    • Contact type
      Required
    • First name
      Required
    • Last name
      Required
    • 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 name
      Required
    • 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
  • Jills Office triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Standard Milestones
      Required
    Trigger
    Polling
    Try It
    • Contact
      Required
    • 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
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About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn moreLearn moreHelpHelp
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CRM (Customer Relationship Management)
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jills-office logo
jills-office logo
About Jills Office
Jill's Office is a virtual receptionist center that answers calls and website chats for your business.
HelpHelp
Related categories
CRM (Customer Relationship Management)