AccuLynx + LeadConnector
List jobs by milestone in AccuLynx and add/update opportunities in LeadConnector
Effortlessly manage your sales pipeline by connecting AccuLynx and LeadConnector with this seamless workflow. When a new job reaches a specific milestone in AccuLynx, an opportunity will be added or updated in the LeadConnector app. This automation ensures that your sales pipeline stays up-to-date, allowing you to focus on closing deals and driving your business forward.
Effortlessly manage your sales pipeline by connecting AccuLynx and LeadConnector with this seamless workflow. When a new job reaches a specific milestone in AccuLynx, an opportunity will be added or updated in the LeadConnector app. This automation ensures that your sales pipeline stays up-to-date, allowing you to focus on closing deals and driving your business forward.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Standard MilestonesRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
