AccuLynx + Instant Roofer
AccuLynx + Instant Roofer
AccuLynx + Instant Roofer integrations
Add new Instant Roofer leads to AccuLynx
Use this template to add new leads from Instant Roofer directly into AccuLynx. Lead source is in the notes but can be attributed in Acculynx for lead tracking if you have this functionality. Leads can be either from the embedded calculator or from Instant Roofer directly. Solar options are added in the notes but are optional if your company doesn't offer solar roofing as an option. Company is passed into Acculynx but is optional if your roofing company does not have multiple service locations.
- When this happens...New LeadTriggers when a roof replacement is requested.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Instant Roofer and AccuLynx
Discover other triggers and actions you can use with Instant Roofer and AccuLynx
- New Lead
Triggers when a roof replacement is requested.
Try ItTriggerInstant - Contact typeRequired
- First nameRequired
- Last nameRequired
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is this the primary phone number?
- Can receive text messages?
- Type of Phone Number
ActionWrite- 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 Extension 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
ActionWrite- NameRequired
ActionSearch
- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch- NameRequired
ActionSearch
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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