AccuLynx + Surefire Local Platform
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.
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 Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Lead
Creates a lead from Zapier
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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
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
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
NameRequired
