AccuLynx + Toolsey
AccuLynx + Toolsey
AccuLynx + Toolsey integrations
Create new leads in AccuLynx when new leads are added in Toolsey
Boost your lead management with this efficient workflow. Whenever you add a new lead to Toolsey, it immediately populates in AccuLynx as well, providing your sales team with the most up-to-date information. With this seamless process, you can save valuable time and increase your efficiency in managing leads.
- When this happens...Lead AddedTriggers when a lead is created.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Toolsey and AccuLynx
Discover other triggers and actions you can use with Toolsey and AccuLynx
- Lead Added
Triggers when a lead is created.
Try ItTriggerInstant - Lead Updated
Triggers when lead updated on the site.
Try ItTriggerInstant - Lead IDRequired
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
- Lead Removed
Triggers when lead removed on the site.
Try ItTriggerInstant - First Name
- Last Name
- Full Name
- Email
- Primary Phone
- Address
- Alternative Address
- City
- State/Province
- Postal Code
- Comments
- Appointment Date
- Adjuster Date
- Appointment Time
ActionWrite- 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
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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