AccuLynx + Roofr
Create new AccuLynx leads from signed Roofr proposals
Streamline your roofing project management with this workflow. When a proposal gets signed in Roofr, it prompts the creation of a new lead in AccuLynx. This seamless process, bridging Roofr and AccuLynx, aids in easier tracking of projects and significantly uplifts your efficiency.
Streamline your roofing project management with this workflow. When a proposal gets signed in Roofr, it prompts the creation of a new lead in AccuLynx. This seamless process, bridging Roofr and AccuLynx, aids in easier tracking of projects and significantly uplifts your efficiency.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Lead
Creates a new lead.
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- 14 day trial for premium features & apps
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
