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AccuLynx + Setmore Appointments

Create new AccuLynx leads from new Setmore Appointments

Easily convert new appointments into potential business opportunities with this workflow. Once set up, whenever a new appointment is scheduled in Setmore Appointments, a corresponding lead is created in AccuLynx, bridging the gap between your scheduling and lead management. Expedite your sales process with this seamless integration, ensuring you never miss an opportunity to grow your business.

Easily convert new appointments into potential business opportunities with this workflow. Once set up, whenever a new appointment is scheduled in Setmore Appointments, a corresponding lead is created in AccuLynx, bridging the gap between your scheduling and lead management. Expedite your sales process with this seamless integration, ensuring you never miss an opportunity to grow your business.

  1. When this happens...
    Setmore AppointmentsSetmore Appointments
    New Appointment

    Triggers when a new appointment is created.

    TriggerInstant
  2. automatically do this!
    AccuLynxAccuLynx
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Setmore Appointments triggers, actions, and search

    Appointment Deleted

    Triggers when a appointment is deleted.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search

    Appointment Updated

    Triggers when a appointment is updated.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last Name

    • Customer EmailRequired

    • Customer Mobile

    • Customer Country Code

    • Customer Address

    • Customer City

    • Customer State

    • Customer Zip

    • Start DateRequired

    • End Date

    • Notes

    Action
    Write
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acculynx logo

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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setmore-appointment logo
setmore-appointment logo

About Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.

Related categories