AccuLynx + Beside

AccuLynx + Beside integrations

Create new leads in AccuLynx when new leads occur in Beside

Streamline your lead management process with this workflow. When a new lead comes in through the Beside app, the same information is promptly transferred into AccuLynx, creating a lead record there. This effective organization not only saves time but also enhances efficiency by ensuring every lead is tracked and acted upon promptly, without the need for manual data entry.

When this happens...
LeadTriggers when a new lead communicates with you or you communicate with a new lead.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Beside and AccuLynx

Discover other triggers and actions you can use with Beside and AccuLynx

- Direction
- Inbox
  Required
Trigger
Instant
Try It
- Status
  Required
- Inbox
  Required
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- 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

- Name
  Required
Action
Search

- Inbox
  Required
Trigger
Instant
Try It
- Direction
- Inbox
  Required
Trigger
Instant
Try It
- Inbox
  Required
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
- Name
  Required
Action
Search

About AccuLynx

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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

About Beside

Beside is an app that provides all phone number features along with AI tools to assist in managing calls, texts, tasks, and staying organized.

Learn moreLearn moreHelpHelp

Related categories

AI Assistants