AccuLynx + Surefire Local Platform
AccuLynx + Surefire Local Platform
AccuLynx + Surefire Local Platform integrations
Create new Surefire Local Platform leads from updated AccuLynx job milestones
Easily manage your business's project milestones and lead generation with this workflow. When jobs arrive at a new milestone in AccuLynx, this workflow creates a corresponding lead in the Surefire Local Platform. Streamlining your work by connecting job updates and lead creation means you can maintain focus on the tasks at hand, enhancing productivity and ensuring nothing falls through the cracks.
- When this happens...List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
- automatically do this!Create LeadCreates a lead from Zapier
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More things you can do with AccuLynx and Surefire Local Platform
Discover other triggers and actions you can use with AccuLynx and Surefire Local Platform
- 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- NameRequired
ActionSearch
- 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- 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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