AccuLynx + Leap CRM

Create new leads in AccuLynx for each new customer in Leap CRM

Streamline your customer management process with this powerful integration. When a client registers in Leap CRM, a corresponding lead is instantly created in AccuLynx. This efficient system accelerates your lead generation strategy, ensuring no potential business opportunities are overlooked, and every client in Leap CRM is flagged as a prospective lead in AccuLynx. A simple, yet effective way to optimize your customer management efforts.

When this happens...
New Customer
New Customer from jobprogress
TriggerPolling
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

New Customer
New Customer from jobprogress
Trigger
Polling
Try It
- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write
- Standard MilestonesRequired
Trigger
Polling
Try It
- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write

- Search term
Action
Search
- NameRequired
Action
Search

- NameRequired
Action
Search

New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
Action
Write
- 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
Action
Write
- 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
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search