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AccuLynx + Get The Referral

Create new AccuLynx leads for new Get The Referral leads

Simplify your lead management with this seamless workflow. When a new lead is captured in Get The Referral, it will immediately create a corresponding lead in AccuLynx. This integration reduces manual data entry and ensures that all vital lead information accurately and instantly reflects in both platforms, enhancing your efficiency and productivity.

Simplify your lead management with this seamless workflow. When a new lead is captured in Get The Referral, it will immediately create a corresponding lead in AccuLynx. This integration reduces manual data entry and ensures that all vital lead information accurately and instantly reflects in both platforms, enhancing your efficiency and productivity.

  1. When this happens...
    Get The ReferralGet The Referral
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    AccuLynxAccuLynx
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Get The Referral triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
    • GTR Lead IDRequired

    • CRM Object IDRequired

    • message

    Action
    Write
    • Standard Milestones

    Trigger
    Scheduled
    Try It
    • Lead IDRequired

    • New Lead StatusRequired

    Action
    Write
    • Advocate Email AddressRequired

    • Project

    • Project StageRequired

    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
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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)

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get-the-referral logo
get-the-referral logo

About Get The Referral

Get The Referral manages, connects and automates leads to your CRM.

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