AccuLynx + Surefire Local Platform
AccuLynx + Surefire Local Platform
AccuLynx + Surefire Local Platform integrations
Create AccuLynx leads from new Surefire Local Platform leads received
Effortlessly manage your leads by connecting Surefire Local Platform and AccuLynx with this seamless workflow. When a new lead is received in Surefire Local Platform, this automation will immediately create a lead in AccuLynx, ensuring all your lead information is centralized and organized. Save time and maintain accuracy by eliminating the need for manual data entry.
- When this happens...New Lead ReceivedTriggers when a new lead is created.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Surefire Local Platform and AccuLynx
Discover other triggers and actions you can use with Surefire Local Platform and AccuLynx
- New Lead Received
Triggers when a new lead is created.
Try ItTriggerInstant - Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
ActionWrite- Contact 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
ActionWrite- 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
ActionWrite- NameRequired
ActionSearch
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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