AccuLynx + LeadConnector
Add new AccuLynx job milestones to LeadConnector campaign as leads
Organize your workload more effectively with this intuitive workflow. When you establish a job list by milestones in AccuLynx, it seamlessly connects to LeadConnector, adding leads to your campaign. This not only saves you valuable time but also enhances the continuity of your sales process, ensuring no potential lead is missed. This streamlined process provides both a clear structure for project progression and optimal lead management.
Organize your workload more effectively with this intuitive workflow. When you establish a job list by milestones in AccuLynx, it seamlessly connects to LeadConnector, adding leads to your campaign. This not only saves you valuable time but also enhances the continuity of your sales process, ensuring no potential lead is missed. This streamlined process provides both a clear structure for project progression and optimal lead management.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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Standard Milestones
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
