AccuLynx + Toolsey
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.
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 Added
Triggers when a lead is created.
- automatically do this!Create Lead
Creates a new lead.
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Lead Added
Triggers when a lead is created.
Try ItLead Updated
Triggers when lead updated on the site.
Try ItLead IDRequired
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
Lead Removed
Triggers when lead removed on the site.
Try ItFirst Name
Last Name
Full Name
Email
Primary Phone
Address
Alternative Address
City
State/Province
Postal Code
Comments
Appointment Date
Adjuster Date
Appointment Time
Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
