AccuLynx + Leap CRM
Create new Leap CRM customers from updated job milestones list in AccuLynx
Keep your job management in sync with this seamless workflow. As soon as your AccuLynx app identifies a new list of jobs by Milestone, the same details are concurrently populated into the Leap CRM app. This automation enhances consistency across your platforms and boosts productivity by ensuring that your job Milestones in AccuLynx and Customer creation in Leap CRM share the same information. No more time lost in manual entries or discrepancies between your job tracking applications.
Keep your job management in sync with this seamless workflow. As soon as your AccuLynx app identifies a new list of jobs by Milestone, the same details are concurrently populated into the Leap CRM app. This automation enhances consistency across your platforms and boosts productivity by ensuring that your job Milestones in AccuLynx and Customer creation in Leap CRM share the same information. No more time lost in manual entries or discrepancies between your job tracking applications.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Customer
Create a Customer in jobprogress
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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
