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AccuLynx + Leap CRM

AccuLynx + Leap CRM

AccuLynx + Leap CRM integrations

Create new Leap CRM customers from updated job milestones list in AccuLynx

Keep your job management in sync with this seamless workflow. As soon as your AccuLynx app identifies a new list of jobs by Milestone, the same details are concurrently populated into the Leap CRM app. This automation enhances consistency across your platforms and boosts productivity by ensuring that your job Milestones in AccuLynx and Customer creation in Leap CRM share the same information. No more time lost in manual entries or discrepancies between your job tracking applications.

  1. When this happens...
    List of Jobs by Milestone
    List of Jobs by Milestone
    List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreate a Customer in jobprogress
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More things you can do with AccuLynx and Leap CRM

Discover other triggers and actions you can use with AccuLynx and Leap CRM

    • 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
    • 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
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About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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About Leap CRM
Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.
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Related Zap Templates

  • Create new leads in AccuLynx for each new customer in Leap CRM

 

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