AccuLynx + Roofr
Create AccuLynx leads from new Roofr report orders
Effortlessly streamline your sales process by connecting Roofr and AccuLynx. With this workflow, when a new report is ordered in Roofr, a lead will be created in AccuLynx, ensuring consistent and accurate data across both platforms. Save time and eliminate manual entry with this seamless automation.
Effortlessly streamline your sales process by connecting Roofr and AccuLynx. With this workflow, when a new report is ordered in Roofr, a lead will be created in AccuLynx, ensuring consistent and accurate data across both platforms. Save time and eliminate manual entry with this seamless automation.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
- automatically do this!Create Lead
Creates a new lead.
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
