AccuLynx + Microsoft Dynamics 365 CRM

Create AccuLynx leads from new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM to AccuLynx with this seamless workflow. When a new contact is added in Microsoft Dynamics, a lead will be created in AccuLynx, ensuring your sales team can effectively track and engage prospective customers without any manual work. Stay organized and improve lead conversion with this time-saving automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and AccuLynx

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and AccuLynx

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Contact Changed
Triggers when contact details have changed. This action registers a webhook listener for the contact_changed event.
Trigger
Instant
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Job Category Changed
Triggers when a job Category from a job is changed. This action registers a webhook listener for the job_category_changed event.
Trigger
Instant
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Job Company Representative Changed
Triggers when the representative for a job company is modified. This action registers a webhook listener for the job_company_representative_changed event.
Trigger
Instant
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Job Created
Triggers when a new job is created. This action registers a webhook listener for the job_created event.
Trigger
Instant
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Job Initial Appointment Updated
Triggers when an initial appointment is updated for a job. This action registers a webhook listener for the job.appointments.initial_updated event.
Trigger
Instant
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Job Milestone Status Current Changed
Triggers when the current status within a milestone of a job changes to another status in the same milestone.
Trigger
Instant
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Job Work Type Changed
Triggers when a work type from a job is changed. This action registers a webhook listener for the job_work_type_changed event.
Trigger
Instant
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- Contact ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade types
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
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
- ContactIdentifier
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Contact Added
Triggers when a new Contact is added. This action registers a webhook listener for the contact_added event.
Trigger
Instant
Try It
- Standard Milestones
  Required
Trigger
Polling
Try It
Job Company Representative Assigned
Triggers when the representative for a job company is assigned. This action registers a webhook listener for the job_company_representative_assigned event.
Trigger
Instant
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Job Primary Contact Changed
Triggers when a Job changed its primary Contact. This action registers a webhook listener for the job_contacts_primary_changed event.
Trigger
Instant
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Job Initial Appointment Created
Triggers when a initial appointment is created for a job. This action registers a webhook listener for the job_initial_appointment_created event.
Trigger
Instant
Try It
Job Milestone Current Changed
Triggers when the current milestone of a job is changed. This action registers a webhook listener for the job_milestone_current_changed event.
Trigger
Instant
Try It
Job Trade Type Changed
Triggers when a trade type from a job is changed. This action registers a webhook listener for the job_trade_type_changed event.
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 primary?
- Can receive text messages?
- Phone number type
- Email Address
- Is primary?
- Email address type
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
Action
Write
- JobId
  Required
- Start date (UTC format)
  Required
- End date (UTC format)
  Required
- Notes
Action
Write
- Job ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Search term
Action
Search
- JobId
  Required
Action
Search
- JobIdentifier
  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

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Create new AccuLynx leads from Microsoft Dynamics 365 CRM leads

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Create new AccuLynx leads from Microsoft Dynamics 365 CRM leads