AccuLynx + Surefire Local Platform
Create AccuLynx leads from new Surefire Local Platform leads received
Effortlessly manage your leads by connecting Surefire Local Platform and AccuLynx with this seamless workflow. When a new lead is received in Surefire Local Platform, this automation will immediately create a lead in AccuLynx, ensuring all your lead information is centralized and organized. Save time and maintain accuracy by eliminating the need for manual data entry.
Effortlessly manage your leads by connecting Surefire Local Platform and AccuLynx with this seamless workflow. When a new lead is received in Surefire Local Platform, this automation will immediately create a lead in AccuLynx, ensuring all your lead information is centralized and organized. Save time and maintain accuracy by eliminating the need for manual data entry.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a new lead.
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New Lead Received
Triggers when a new lead is created.
Try ItStandard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes
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
