AccuLynx + Zappycards
Enroll customers in ZappyFlow when new milestones are completed in AccuLynx
Whenever a new milestone is completed in AccuLynx, the customer is automatically enrolled in ZappyFlow to receive a review request at the right time.
Whenever a new milestone is completed in AccuLynx, the customer is automatically enrolled in ZappyFlow to receive a review request at the right time.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Enroll Customer
Creates a customer in the system and enrolls it to campaign
- Free forever for core features
- 14 day trial for premium features & apps
Standard MilestonesRequired
Try ItFirst Name
Last Name
Email
Phone
Source
Customer Id
Address Line 1
Address Line 2
City
State
Country
Zipcode
Notes
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
