123FormBuilder + AccuLynx
Create new leads in AccuLynx from new submissions in 123FormBuilder
When a new submission rolls in through 123FormBuilder, this workflow can instantly kickstart your lead management process in AccuLynx. Every time data is submitted in 123FormBuilder, a new lead will be created in AccuLynx, ensuring a seamless data transfer and saving you valuable time. This simple yet effective process lets you focus more on converting leads rather than handling administrative tasks.
When a new submission rolls in through 123FormBuilder, this workflow can instantly kickstart your lead management process in AccuLynx. Every time data is submitted in 123FormBuilder, a new lead will be created in AccuLynx, ensuring a seamless data transfer and saving you valuable time. This simple yet effective process lets you focus more on converting leads rather than handling administrative tasks.
- When this happens...New Submission
Triggers when a submission is added for a form of your choice.
- automatically do this!Create Lead
Creates a new lead.
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FormRequired
Try ItFirst 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
