AccuLynx + LeadConnector
Add new AccuLynx job milestones to LeadConnector campaign as leads
Organize your workload more effectively with this intuitive workflow. When you establish a job list by milestones in AccuLynx, it seamlessly connects to LeadConnector, adding leads to your campaign. This not only saves you valuable time but also enhances the continuity of your sales process, ensuring no potential lead is missed. This streamlined process provides both a clear structure for project progression and optimal lead management.
Organize your workload more effectively with this intuitive workflow. When you establish a job list by milestones in AccuLynx, it seamlessly connects to LeadConnector, adding leads to your campaign. This not only saves you valuable time but also enhances the continuity of your sales process, ensuring no potential lead is missed. This streamlined process provides both a clear structure for project progression and optimal lead management.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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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
