AccuLynx + RepCard

Create leads in AccuLynx when statuses change in RepCard

Easily manage your potential customer information with this workflow. Whenever a status change occurs in your RepCard app, it generates a new lead in AccuLynx. This means you never miss out on crucial follow-ups and can capture all essential information about your potential clients in real-time. With this seamless integration, retain efficiency and boost your customer relationship management practices.

When this happens...
Status Changed
Triggers when a status is changed for a contact.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

- Trigger when any appointment is changed to the status(s) below:Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
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- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
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- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- First Name
- Last Name
- TypeRequired
- Contact OwnerRequired
- Email
- Country Code
- Phone Number
- StatusRequired
- Company Name
- Title
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write

- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- StatusRequired
- Notes
- Address
- State
- City
- Zip
Action
Write

- 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

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
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- Trigger when any user registered to the Event belowRequired
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write
- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
Write
- Standard MilestonesRequired
Trigger
Scheduled
Try It

About AccuLynx

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more

Related categories

Sales & CRM

Related Zap Templates

Create new AccuLynx leads from new RepCard contacts

Create new AccuLynx leads from newly set RepCard appointments

AccuLynx + RepCard

Create leads in AccuLynx when statuses change in RepCard

Appointment Outcome

New Contact

Status Changed

Trigger when any contact is changed to the status(s) below:

Add Event Ticket

First Name

Last Name

Email

Phone Number

Company Name

Create Contact

First Name

Last Name

Email

Country Code

Phone Number

Company Name

Title

Address

State

City

Zip

Latitude

Longitude

Notes

Create User

Last Name

Team

Update Contact

First Name

Last Name

Email

Country Code

Phone Number

Company Name

title

Notes

Address

State

City

Zip

Create Lead

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

Appointment Set

New Registration

New User

New Appointment

Appointment Title

Last Name

Email

Phone Country Code

Phone Number

Address