AccuLynx + Terros

AccuLynx + Terros integrations

Create new AccuLynx leads from new Terros account webhooks

Boost your sales efforts by swiftly converting new Terros account events into AccuLynx leads. This efficient workflow takes each new account event in Terros and immediately generates a lead in AccuLynx, simplifying your process and saving you valuable time. This enhances your lead management and speeds up your prospect conversion, making your sales efforts more effective and streamlined.

When this happens...
Account WebhookTriggers when an account is created, updated, or deleted. You can choose which events to listen for.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Terros and AccuLynx

Discover other triggers and actions you can use with Terros and AccuLynx

- Send Events for...
  Required
- Account Status
Trigger
Instant
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List Calendar Events
Lists all the events in the calendar.
Trigger
Polling
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List Tasks
Lists all the tasks in the system.
Trigger
Polling
Try It
- Send Events for...
  Required
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Preferred Name
- Time Zone
- Client User ID
- Team ID
Action
Write

- Event ID
  Required
Action
Write
- Event ID
- Event Type
- Event Title
- Event Date
- Duration
- Owner ID
- Attendee ID
- Closer Outcome
- Latitude
- Longitude
- Single Line Address
- Location ID
- Account ID
- Source ID
Action
Write

- User ID
- First Name
- Last Name
- Email
- Phone
- Preferred Name
- Time Zone
- Closer Status
Action
Write
- User ID
Action
Search
- Company ID
Action
Search
- Start Date
- End Date
- User ID(s)
- Team ID(s)
- Grouping Type
  Required
- Team Grouping Level
- Time Period Grouping
- KPI(s)
Action
Search
- Contact type
  Required
- First name
  Required
- Last name
  Required
- 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
Action
Write
- First name
  Required
- 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
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search

- Send Webhook Events for...
  Required
Trigger
Instant
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List Status Ids
Lists all the status ids.
Trigger
Polling
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- Send Webhook Events for...
  Required
Trigger
Instant
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- Account Stage ID
- Account ID
- Owner User ID
- Closer User ID
- First Name
- Last Name
- Email
- Primary Phone Number
- Secondary Phone Number
- Business Name
- First Name
- Last Name
- Email
- Primary Phone Number
- Secondary Phone Number
- Business Name
- Address Line 1
- Address Line 2
- City/Locality
- State/Providence
- Zip Code
- Latitude
- Longitude
- Full Address
- Status ID
- Status Changed Date
- Source Status
- Account Source
- Source Status
- External Lead ID
- Team ID
- Custom Field ID
- Custom Field Value
- Source ID
- Note
- Note Created By
Action
Write
- Account ID
Action
Write
- User ID
  Required
Action
Write
- Task ID
  Required
- Owner User ID
- Status
- Due Date
- Additional Comments
- Snooze Until
- Completed At
- Delete Task?
Action
Write
- Account ID
Action
Search
- Status ID
  Required
- Start Time
- End Time
Action
Search
- Company ID
  Required
Action
Search
- Standard Milestones
  Required
Trigger
Polling
Try It
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- Search term
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

About AccuLynx

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

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About Terros

Terros is a software solutions company that tracks rep and manager performance to boost field sales team performance.

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