AccuLynx + RepCard
Create new AccuLynx leads from newly set RepCard appointments
Optimize your business schedule with this seamless workflow. When an appointment is set in the RepCard app, it leads to the creation of a new prospect in the AccuLynx app. This automatic process ensures you never miss a potential client and keeps your sales pipeline running smoothly. Achieve peak productivity by letting this system handle the transition from initial appointment to prospect management.
Optimize your business schedule with this seamless workflow. When an appointment is set in the RepCard app, it leads to the creation of a new prospect in the AccuLynx app. This automatic process ensures you never miss a potential client and keeps your sales pipeline running smoothly. Achieve peak productivity by letting this system handle the transition from initial appointment to prospect management.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any 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
