AccuLynx | Overview

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Article Overview

This article provides an overview for the integration between AccuLynx and SalesRabbit. It also provides a scope of the capabilities of this integration.


Part 1: About AccuLynx

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At a glance:

Form Submission Lead Status Auto-Submission Custom Fields Lead File Attachments 2 Way Sync User Assignment Lead Status Update Post Submit Connector
         

 

Part 2: What does this integration do?

  • Creates leads in AccuLynx from SalesRabbit via Form Submission
  • Eliminates duplicate data entry
  • Can set an appointment and assign a lead owner

Part 3: What data is transferred into AccuLynx?

  • First Name
  • Last Name
  • Business Name
  • Phone
  • Alternate Phone
  • Email
  • Street Address
  • Apt/Suite
  • City
  • State
  • Postal Code
  • Notes
  • Salesperson
  • Appointment Date
  • Custom Fields

 


Use this link to find the steps for setting up the AccuLynx Integration.


 

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