Create new leads in AccuLynx when new activities are created in Spotio
Get ahead of your client management tasks with this Spotio to AccuLynx workflow. When a new activity flags up in Spotio, it immediately creates identical lead details in AccuLynx. This automation assures nothing slips through the cracks while saving your time and enhancing effectiveness. Enjoy a more streamlined and efficient client process.
Get ahead of your client management tasks with this Spotio to AccuLynx workflow. When a new activity flags up in Spotio, it immediately creates identical lead details in AccuLynx. This automation assures nothing slips through the cracks while saving your time and enhancing effectiveness. Enjoy a more streamlined and efficient client process.
- When this happens...Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
- automatically do this!Create Lead
Creates a new lead.
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try ItRecord Created or Updated
Triggers when record is created or updated.
Try It
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try ItRecord Stage Changed
Triggers when record stage changes.
Try It