AccuLynx + Verse
Create Verse leads from new AccuLynx jobs by milestone
Stay on top of your project workflows with ease. Whenever a list of jobs by milestone becomes available in AccuLynx, this workflow swiftly generates a new lead in Verse. This streamlined process ensures no opportunity is missed, saving you time and effort while keeping your sales pipeline refreshed consistently. In essence, it makes managing jobs and leads between AccuLynx and Verse quicker and more efficient.
Stay on top of your project workflows with ease. Whenever a list of jobs by milestone becomes available in AccuLynx, this workflow swiftly generates a new lead in Verse. This streamlined process ensures no opportunity is missed, saving you time and effort while keeping your sales pipeline refreshed consistently. In essence, it makes managing jobs and leads between AccuLynx and Verse quicker and more efficient.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Conversation
Search for a conversation by name, email, phone, conversation ID, or external ID.
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Standard MilestonesRequired
Try ItNew Conversation Activity
Trigger when a new activity on a conversation is added.
Try ItNew Qualified Conversation
Trigger when a conversation has been qualified.
Try ItEnd Conversation (Qualify)
End and qualify a conversation.
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
New Conversation Created
Trigger when a conversation has been created.
Try ItNew Unqualified Conversation
Trigger when a conversation has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Type
Street Address
City
State
Postal Code
Additional Notes
Source
External Id
Script
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Team Name
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
