AccuLynx + LeadConnector
List jobs by milestone in AccuLynx and add/update opportunities in LeadConnector
Effortlessly manage your sales pipeline by connecting AccuLynx and LeadConnector with this seamless workflow. When a new job reaches a specific milestone in AccuLynx, an opportunity will be added or updated in the LeadConnector app. This automation ensures that your sales pipeline stays up-to-date, allowing you to focus on closing deals and driving your business forward.
Effortlessly manage your sales pipeline by connecting AccuLynx and LeadConnector with this seamless workflow. When a new job reaches a specific milestone in AccuLynx, an opportunity will be added or updated in the LeadConnector app. This automation ensures that your sales pipeline stays up-to-date, allowing you to focus on closing deals and driving your business forward.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
