AccuLynx + Smith.ai integrations
Create AccuLynx leads from new Smith.ai calls
This Zap automatically creates a lead in AccuLynx after each new Smith.ai call. Prep your follow-up workflows effortlessly to simplify and streamline every aspect of a roofing contractor’s work.
- When this happens...New CallTriggers when a new call is created.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Smith.ai and AccuLynx
Discover other triggers and actions you can use with Smith.ai and AccuLynx
- New Call
Triggers when a new call is created.
Try ItTriggerPolling - Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
ActionWrite- Contact typeRequired
- First nameRequired
- Last nameRequired
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is this the primary phone number?
- Can receive text messages?
- Type of Phone Number
ActionWrite- 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
ActionWrite
- First Name
- Last Name
- NumberRequired
- Email Address
- What should we do?Required
- What if they don't answer?Required
- Language
- When would you like us to call back?Required
- Summary Email
ActionWrite- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
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