AccuLynx + Instant Roofer

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.

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...
    Instant RooferInstant Roofer
    New Lead

    Triggers when a roof replacement is requested.

    TriggerInstant
  2. automatically do this!
    AccuLynxAccuLynx
    Create Lead

    Creates a new lead.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
  • Instant Roofer triggers, actions, and search

    New Lead

    Triggers when a roof replacement is requested.

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
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acculynx logo

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
instant-roofer logo
instant-roofer logo

About Instant Roofer

Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Google Sheets, Email, and more.
Help

Related categories

  • Business Intelligence