AccuLynx + RepCard
Create new AccuLynx leads from new RepCard contacts
Initiate a seamless business workflow whenever there's a new contact in your RepCard app. This process efficiently transforms the new contact into a fresh lead in your AccuLynx app. Capitalize on this automatic transition and ensure no potential leads fall through the cracks as you expand your reach and bolster your business productivity.
Initiate a seamless business workflow whenever there's a new contact in your RepCard app. This process efficiently transforms the new contact into a fresh lead in your AccuLynx app. Capitalize on this automatic transition and ensure no potential leads fall through the cracks as you expand your reach and bolster your business productivity.
- When this happens...New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
- automatically do this!Create Lead
Creates a new lead.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
