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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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a roof replacement is requested.
  2. automatically do this!
    Create Lead
    Create Lead
    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

  • Instant Roofer triggers, actions, and search
    New Lead

    Triggers when a roof replacement is requested.

    Trigger
    Instant
    Try It
    • Contact type
      Required
    • First name
      Required
    • Last name
      Required
    • 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
    Action
    Write
    • First name
      Required
    • 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
    Action
    Write
    • Name
      Required
    Action
    Search
    • Standard Milestones
      Required
    Trigger
    Polling
    Try It
    • Contact
      Required
    • Lead source
    • Job category
    • Work type
    • Trade type
    • Notes
    • Priority
    • First street
    • Second street
    • City
    • State
    • Country
    • Zip code
    Action
    Write
    • Search term
    Action
    Search
    • Name
      Required
    Action
    Search
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About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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About Instant Roofer
Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Google Sheets, Email, and more.
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