AccuLynx + PhoneBurner

AccuLynx + PhoneBurner integrations

Create leads in AccuLynx when contacts are updated in PhoneBurner folders

Simplify your contact management process with this PhoneBurner to AccuLynx workflow. When a contact gets updated in your PhoneBurner folder, it automatically creates a new lead in your AccuLynx account. This automation ensures data consistency across both platforms, saving precious time and allowing for proactive steps in a fast-paced market.

When this happens...
Updated Contact in FolderTriggers when a PB Contact is UPDATED in defined folder
TriggerPolling
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with PhoneBurner and AccuLynx

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

Get All Dial Session Data
Use this trigger to fetch all of the dial session data for your account. If you are a team admin this will fetch all dial session data for you and all of your users and each call will be a unique trigger to perform actions
Trigger
Polling
Try It
- Folder
  Required
- First Name
- Last Name
- Email Address
- Work Number
- Home Phone
- Mobile Phone
- Other Phone
- Address
- Apt / Suite
- City
- State
- Zip
- Notes/Description
- Tags
- Lead ID
- Lead Source ID
- Name of the External CRM
- External CRM ID
- Check for duplicates based on Email
- Check for duplicates based on Phone
- Duplicate Scrubbing Policy
- On Duplicate
- DNC List
Action
Write
- Contact ID
  Required
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

- Folder
Trigger
Polling
Try It
- Search Email
- Search Phone
- Match Preference
- Include Trashed
Action
Write
- PhoneBurner Contact ID
  Required
- Folder
- First Name
- Last Name
- Email Address
- Work Number
- Home Phone
- Mobile Phone
- Other Phone
- Address
- Apt / Suite
- City
- State
- Zip
- Notes
- Tags
- Lead ID
- Name of the External CRM
- External CRM ID
- Transfer Record To
- Mark as New
- Rating
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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About PhoneBurner

PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.

HelpHelp

Related categories

Phone & SMS

Related Zap Templates

Create new PhoneBurner contacts from updated AccuLynx jobs by milestone list

Related Zap Templates

Create new PhoneBurner contacts from updated AccuLynx jobs by milestone list