AccuLynx + LeadConnector
Update LeadConnector contacts when new AccuLynx jobs reach a milestone
Ensure your contacts in LeadConnector are always up-to-date with the latest job progress from AccuLynx. This workflow activates when there are changes in jobs by milestones in AccuLynx, and updates the corresponding details in LeadConnector. It saves your valuable time, streamlines data management, and minimizes manual entry errors. Experience seamless integration that keeps your data accurate and updated.
Ensure your contacts in LeadConnector are always up-to-date with the latest job progress from AccuLynx. This workflow activates when there are changes in jobs by milestones in AccuLynx, and updates the corresponding details in LeadConnector. It saves your valuable time, streamlines data management, and minimizes manual entry errors. Experience seamless integration that keeps your data accurate and updated.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
