AccuLynx + Klenty
Start cadences in Klenty for new jobs by milestone listed in AccuLynx
This workflow activates whenever you have a new list of jobs by Milestone in AccuLynx. It then initiates a Cadence in Klenty, reducing manual workload. This ensures that your team is always on the same page and keeps up with job updates on time, enhancing your AccuLynx to Klenty process.
This workflow activates whenever you have a new list of jobs by Milestone in AccuLynx. It then initiates a Cadence in Klenty, reducing manual workload. This ensures that your team is always on the same page and keeps up with job updates on time, enhancing your AccuLynx to Klenty process.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Start Cadence
Triggers when a cadence is started in Klenty.
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Standard Milestones
Try ItCadence First Reply
Triggers when a cadence receives it's first reply from any prospect.
Try ItOn Click
Triggers when a link is clicked when an email is sent via klenty.
Try ItOn Send Prospect
Triggers when you send a Prospect from Klenty to Webhook.
Try It
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 Extention 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
On Cadence Completed
Triggers when a cadence is completed with no replies received.
Try ItOn Reply
Triggers when a prospect replies to a cadence.
Try ItOn Start Cadence
Triggers when a cadence is started in Klenty.
Try It
