AccuLynx + SumoQuote
Create new AccuLynx leads from signed SumoQuote reports
Integrate SumoQuote and AccuLynx to streamline your sales process. With this automation, each report signed off in SumoQuote generates a new lead directly in AccuLynx. This trusty process keeps your sales pipeline up-to-date and allows for immediate business expansion opportunities. Save time and focus on what matters most - growing your enterprise.
Integrate SumoQuote and AccuLynx to streamline your sales process. With this automation, each report signed off in SumoQuote generates a new lead directly in AccuLynx. This trusty process keeps your sales pipeline up-to-date and allows for immediate business expansion opportunities. Save time and focus on what matters most - growing your enterprise.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id
