AccuLynx + RepCard
Create leads in AccuLynx when statuses change in RepCard
Easily manage your potential customer information with this workflow. Whenever a status change occurs in your RepCard app, it generates a new lead in AccuLynx. This means you never miss out on crucial follow-ups and can capture all essential information about your potential clients in real-time. With this seamless integration, retain efficiency and boost your customer relationship management practices.
Easily manage your potential customer information with this workflow. Whenever a status change occurs in your RepCard app, it generates a new lead in AccuLynx. This means you never miss out on crucial follow-ups and can capture all essential information about your potential clients in real-time. With this seamless integration, retain efficiency and boost your customer relationship management practices.
- When this happens...Status Changed
Triggers when a status is changed for a contact.
- 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
