Create new leads in AccuLynx for each new customer in JobProgress
Streamline your customer management process with this powerful integration. When a client registers in JobProgress, a corresponding lead is instantly created in AccuLynx. This efficient system accelerates your lead generation strategy, ensuring no potential business opportunities are overlooked, and every client in JobProgress is flagged as a prospective lead in AccuLynx. A simple, yet effective way to optimize your customer management efforts.
Streamline your customer management process with this powerful integration. When a client registers in JobProgress, a corresponding lead is instantly created in AccuLynx. This efficient system accelerates your lead generation strategy, ensuring no potential business opportunities are overlooked, and every client in JobProgress is flagged as a prospective lead in AccuLynx. A simple, yet effective way to optimize your customer management efforts.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Lead
Creates a new lead.
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- 14 day trial for premium features & apps
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Standard MilestonesRequired
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
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 Extention 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