AccuLynx + PhoneBurner
Create leads in AccuLynx when contacts are updated in PhoneBurner folders
Simplify your contact management process with this PhoneBurner to AccuLynx workflow. When a contact gets updated in your PhoneBurner folder, it automatically creates a new lead in your AccuLynx account. This automation ensures data consistency across both platforms, saving precious time and allowing for proactive steps in a fast-paced market.
Simplify your contact management process with this PhoneBurner to AccuLynx workflow. When a contact gets updated in your PhoneBurner folder, it automatically creates a new lead in your AccuLynx account. This automation ensures data consistency across both platforms, saving precious time and allowing for proactive steps in a fast-paced market.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Lead
Creates a new lead.
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Folder
Try ItPhoneBurner Contact IDRequired
Folder
First Name
Last Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes
Tags
Lead ID
Name of the External CRM
External CRM ID
Transfer Record To
Mark as New
Rating
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
FolderRequired
First Name
Last Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes/Description
Tags
Lead ID
Lead Source ID
Name of the External CRM
External CRM ID
Check for duplicates based on Email
Check for duplicates based on Phone
Duplicate Scrubbing Policy
On Duplicate
DNC List
Standard Milestones
Try It
