AccuLynx + SignMore
Create new AccuLynx leads from new SignMore messages
When a new message arrives in your SignMore app, set up this workflow to craft a new lead in AccuLynx. Streamline your processes so you can focus more on executing rather than navigating between apps. Use this automation to stay organized and ensure that no potential leads fall through the cracks in your sales process.
When a new message arrives in your SignMore app, set up this workflow to craft a new lead in AccuLynx. Streamline your processes so you can focus more on executing rather than navigating between apps. Use this automation to stay organized and ensure that no potential leads fall through the cracks in your sales process.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Lead
Creates a new lead.
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New Message
Triggers when a new message is taken.
Try ItContact typeRequired
First nameRequired
Last nameRequired
Cross reference
Company name
Company job title
Note
Phone Number
Extension
Is this the primary phone number?
Can receive text messages?
Type of Phone Number
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 Extension 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
NameRequired
Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
