AccuLynx + Toolsey

Create new leads in AccuLynx when new leads are added in Toolsey

Boost your lead management with this efficient workflow. Whenever you add a new lead to Toolsey, it immediately populates in AccuLynx as well, providing your sales team with the most up-to-date information. With this seamless process, you can save valuable time and increase your efficiency in managing leads.

When this happens...
Lead Added
Triggers when a lead is created.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

Lead Added
Triggers when a lead is created.
Trigger
Instant
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Lead Updated
Triggers when lead updated on the site.
Trigger
Instant
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- Lead IDRequired
Action
Write
- 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
Action
Write

Lead Removed
Triggers when lead removed on the site.
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Email
- Primary Phone
- Address
- Alternative Address
- City
- State/Province
- Postal Code
- Comments
- Appointment Date
- Adjuster Date
- Appointment Time
Action
Write
- Standard MilestonesRequired
Trigger
Polling
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