Accelo + ScoreApp

Create new Accelo sales when new leads sign up on ScoreApp

Streamline your sales process with this efficient workflow. When there's a new sign-up in ScoreApp, a sale is immediately created in Accelo, reducing manual data entry and ensuring no lead slips through the cracks. Ideal for businesses looking to convert leads into sales faster and more efficiently.

When this happens...
Lead Signed Up
Triggers when a lead provides their details (normally name and email) via the lead form. If your lead form is configured to show after the quiz questions, all quiz answers and data will be available via this trigger.
TriggerInstant
automatically do this!
Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
ActionWrite

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Supported triggers and actions

- ScorecardRequired
Trigger
Instant
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- ScorecardRequired
Trigger
Instant
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Task Assigned
Triggers when a task is assigned.
Trigger
Instant
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- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write
- TitleRequired
- TypeRequired
- EmailRequired
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write

Pause Timers
Pauses any active timers.
Action
Write

- ScorecardRequired
Trigger
Instant
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- ScorecardRequired
Trigger
Instant
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New Request
Triggers when a new request is created.
Trigger
Instant
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- TypeRequired
- SubjectRequired
- BodyRequired
- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
Action
Write
- SubjectRequired
- Initial Seconds
- Auto Start
Action
Write
- Resource URLRequired
Action
Search

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.