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AccuLynx + SumoQuote

Create new AccuLynx leads from bounced SumoQuote emails

Instantly create a lead in AccuLynx when an email bounces inside SumoQuote with this seamless workflow. Stay on top of potential customers by ensuring leads are generated even when there's an issue delivering emails. Streamline your sales process and boost your efficiency with this time-saving automation.

Instantly create a lead in AccuLynx when an email bounces inside SumoQuote with this seamless workflow. Stay on top of potential customers by ensuring leads are generated even when there's an issue delivering emails. Streamline your sales process and boost your efficiency with this time-saving automation.

  1. When this happens...
    SumoQuoteSumoQuote
    Email Bounced

    Triggers when a notification, sent from SumoQuote has bounced.

    TriggerInstant
  2. automatically do this!
    AccuLynxAccuLynx
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SumoQuote triggers, actions, and search

    Email Bounced

    Triggers when a notification, sent from SumoQuote has bounced.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Email Opened

    Triggers when an email, sent from SumoQuote, has been opened for the first time.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Report Sent for Signatures

    Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Project Updated

    Triggers when a SumoQuote Project is updated.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Email Clicked

    Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Project Created

    Triggers when a new SumoQuote project is created.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Report Signed

    Triggers when a Report is signed by all signatories.

    Trigger
    Instant
    Try It
    • Customer First NameRequired

    • Customer Last Name

    • Email

    • Phone

    • Address Line 1Required

    • City

    • State

    • Zip Code

    • Project Id

    • Salesperson Email

    • Date Created

    • CompanyCam Project Id

    Action
    Write
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acculynx logo

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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sumoquote logo

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.