AccuLynx + Surefire Local Platform
Create AccuLynx leads from new Surefire Local Platform leads received
Effortlessly manage your leads by connecting Surefire Local Platform and AccuLynx with this seamless workflow. When a new lead is received in Surefire Local Platform, this automation will immediately create a lead in AccuLynx, ensuring all your lead information is centralized and organized. Save time and maintain accuracy by eliminating the need for manual data entry.
Effortlessly manage your leads by connecting Surefire Local Platform and AccuLynx with this seamless workflow. When a new lead is received in Surefire Local Platform, this automation will immediately create a lead in AccuLynx, ensuring all your lead information is centralized and organized. Save time and maintain accuracy by eliminating the need for manual data entry.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a new lead.
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Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
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
