AccuLynx + Surefire Local Platform
Create new Surefire Local Platform leads from updated AccuLynx job milestones
Easily manage your business's project milestones and lead generation with this workflow. When jobs arrive at a new milestone in AccuLynx, this workflow creates a corresponding lead in the Surefire Local Platform. Streamlining your work by connecting job updates and lead creation means you can maintain focus on the tasks at hand, enhancing productivity and ensuring nothing falls through the cracks.
Easily manage your business's project milestones and lead generation with this workflow. When jobs arrive at a new milestone in AccuLynx, this workflow creates a corresponding lead in the Surefire Local Platform. Streamlining your work by connecting job updates and lead creation means you can maintain focus on the tasks at hand, enhancing productivity and ensuring nothing falls through the cracks.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Lead
Creates a lead from Zapier
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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
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes
