AccuLynx + SumoQuote

Create new AccuLynx leads from signed SumoQuote reports

Integrate SumoQuote and AccuLynx to streamline your sales process. With this automation, each report signed off in SumoQuote generates a new lead directly in AccuLynx. This trusty process keeps your sales pipeline up-to-date and allows for immediate business expansion opportunities. Save time and focus on what matters most - growing your enterprise.

Integrate SumoQuote and AccuLynx to streamline your sales process. With this automation, each report signed off in SumoQuote generates a new lead directly in AccuLynx. This trusty process keeps your sales pipeline up-to-date and allows for immediate business expansion opportunities. Save time and focus on what matters most - growing your enterprise.

  1. When this happens...
    SumoQuoteSumoQuote
    Report Signed

    Triggers when a Report is signed by all signatories.

    TriggerInstant
  2. automatically do this!
    AccuLynxAccuLynx
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

  • SumoQuote triggers, actions, and search

    Email Clicked

    Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Project Created

    Triggers when a new SumoQuote project is created.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Report Signed

    Triggers when a Report is signed by all signatories.

    Trigger
    Instant
    Try It
    • Customer First NameRequired

    • Customer Last Name

    • Email

    • Phone

    • Address Line 1Required

    • City

    • State

    • Zip Code

    • Project Id

    • Salesperson Email

    • Date Created

    • CompanyCam Project Id

    Action
    Write
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acculynx logo

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sumoquote logo
sumoquote logo

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

Related categories

  • Proposal & Invoice Management