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AccuLynx + Salesforce
AccuLynx + Salesforce
Create leads in AccuLynx from new Salesforce records
This integration creates leads in AccuLynx from new Salesforce records.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.TriggerPolling - automatically do this!
Create LeadCreates a new lead.ActionWrite
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More things you can do with Salesforce and AccuLynx
Discover other triggers and actions you can use with Salesforce and AccuLynx
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - FileRequired
- Title
- Description
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FlowRequired
- Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query TypeRequired
- Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contact Added
Triggers when a new Contact is added. This action registers a webhook listener for the contact_added event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Custom Field Value Changed
Triggers when a contact custom field value has changed. This action registers a webhook listener for the contact_custom_field_value_changed event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Created
Triggers when a new job is created. This action registers a webhook listener for the job_created event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact typeRequired
- First nameRequired
- Last nameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- JobIdRequired
- Start date (UTC format)Required
- End date (UTC format)Required
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IDRequired
- Custom Field IDRequired
- Field TypeRequired
- Field ValuesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search term
ActionThis is an event a Zap performs.SearchFind existing data in your app- JobIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note ContentRequired
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contact Changed
Triggers when contact details have changed. This action registers a webhook listener for the contact_changed event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Standard MilestonesRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Custom Field Value Changed
Triggers when job custom field value has changed. This action registers a webhook listener for the job_custom_field_value_changed event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Milestone Status Current Changed
Triggers when the current status within a milestone of a job changes to another status in the same milestone.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact IDRequired
- Custom Field IDRequired
- Field TypeRequired
- Field ValuesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Lead source
- Job category
- Work type
- Trade types
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First nameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier