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
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 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
