AccuLynx + Roofr
Create new leads in AccuLynx for each new lead created in Roofr
Enhance communication between your Roofr and AccuLynx apps by using this straightforward automation. Whenever a new lead emerges in Roofr, this workflow will seamlessly create a corresponding lead in AccuLynx. It's a timesaving solution that ensures efficient lead management, allowing you to focus on turning those leads into clients.
Enhance communication between your Roofr and AccuLynx apps by using this straightforward automation. Whenever a new lead emerges in Roofr, this workflow will seamlessly create a corresponding lead in AccuLynx. It's a timesaving solution that ensures efficient lead management, allowing you to focus on turning those leads into clients.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- 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
