AccuLynx + Get The Referral

AccuLynx + Get The Referral integrations

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.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Get The Referral and AccuLynx

Discover other triggers and actions you can use with Get The Referral and AccuLynx

Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Advocate Id
  Required
- Product Id
  Required
- Email
  Required
- First Name
- Last Name
- Phone
- Address Line 1
- Address Line 2
- State
- City
- Postal Code
- Best Time to Contact
- External Id
- Is Lead From CRM?
- Note
Action
Write
- Lead ID or Email Address
  Required
Action
Write
- GTR Lead ID
  Required
- CRM Object ID
  Required
- message
Action
Write

- 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

New Advocate
Triggers when a new advocate is created.
Trigger
Instant
Try It
- Sales Rep Id
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- PW
- Country Code
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Parent Advocate Id
- Referral Code
- XTRM User Id
Action
Write
- Advocate ID or Email Address
  Required
Action
Write
- Lead ID
  Required
- New Lead Status
  Required
- Sale Amount
Action
Write
- Advocate Email Address
  Required
- Project
- Project Stage
  Required
- Fail on missing project stage
  Required
Action
Write
- 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.

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Related categories

CRM (Customer Relationship Management)

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About Get The Referral

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