AccuLynx + SignMore
Create new AccuLynx leads from new SignMore messages
When a new message arrives in your SignMore app, set up this workflow to craft a new lead in AccuLynx. Streamline your processes so you can focus more on executing rather than navigating between apps. Use this automation to stay organized and ensure that no potential leads fall through the cracks in your sales process.
When a new message arrives in your SignMore app, set up this workflow to craft a new lead in AccuLynx. Streamline your processes so you can focus more on executing rather than navigating between apps. Use this automation to stay organized and ensure that no potential leads fall through the cracks in your sales process.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Lead
Creates a new lead.
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New Message
Triggers when a new message is taken.
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
Standard MilestonesRequired
Try It
