AccuLynx + SumoQuote
AccuLynx + SumoQuote
Create new AccuLynx leads from newly sent SumoQuote signatures reports
Start transforming your signature reports from SumoQuote into new leads in AccuLynx with this seamless workflow. Every time a report is sent for signatures in SumoQuote, a new lead will immediately be created in AccuLynx. It's an efficient solution that not only saves time but also ensures every potential customer is captured and followed-up with promptly.
- When this happens...Report Sent for SignaturesTriggers 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.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with SumoQuote and AccuLynx
Discover other triggers and actions you can use with SumoQuote and AccuLynx
- Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItTriggerInstant - Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItTriggerInstant - Report 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 ItTriggerInstant - Project Updated
Triggers when a SumoQuote Project is updated.
Try ItTriggerInstant
- Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItTriggerInstant - Project Created
Triggers when a new SumoQuote project is created.
Try ItTriggerInstant - Report Signed
Triggers when a Report is signed by all signatories.
Try ItTriggerInstant - Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
ActionWrite
