AccuLynx + Salescaptain
List new milestone jobs in AccuLynx and send them to Salescaptain
"Stay on top of your projects with this workflow that connects the AccuLynx and SalesCaptain apps. When there is a list of new jobs by milestone in your AccuLynx account, it prompts a direct notification within the SalesCaptain app. This workflow keeps you informed about your project progress and ensures your sales team is up to date - streamlining your project management process."
"Stay on top of your projects with this workflow that connects the AccuLynx and SalesCaptain apps. When there is a list of new jobs by milestone in your AccuLynx account, it prompts a direct notification within the SalesCaptain app. This workflow keeps you informed about your project progress and ensures your sales team is up to date - streamlining your project management process."
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!List New Jobs by Milestone in AccuLynx and Send to SalesCaptain
List New Jobs by Milestone in AccuLynx and Send to SalesCaptain
- Free forever for core features
- 14 day trial for premium features & apps
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
Company IdRequired
Try ItFirst NameRequired
Last Name
Phone NumberRequired
Email
Message
Tags
Custom field 1 name
Custom field 1 value
Custom field 2 name
Custom field 2 value
Name
Phone
Email
