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AccuLynx + Upfirst

AccuLynx + Upfirst

AccuLynx + Upfirst integrations

Create new AccuLynx leads from completed calls in Upfirst

Amplify your lead generation efforts in real time with this seamless workflow. Leverage the power of AccuLynx by creating a new lead each time a call is completed in the Upfirst app. This efficient automation not only streamlines your sales process but also helps in capturing potential customers instantly. Stay ahead of the competition by turning conversations into prospective businesses without any manual intervention.

  1. When this happens...
    Call Completed
    Call Completed
    Call CompletedTriggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
    TriggerInstant
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
    ActionWrite
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More things you can do with Upfirst and AccuLynx

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

  • Upfirst triggers, actions, and search
    Call Completed

    Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.

    Trigger
    Instant
    Try It
    • 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
  • Upfirst triggers, actions, and search
    Call Started

    Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.

    Trigger
    Instant
    Try It
    • 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
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About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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About Upfirst
Upfirst is an AI call assistant that answers every call with care, logs details instantly, and keeps your favorite tools up-to-date.
Learn moreLearn moreHelpHelp
Related categories
AI Assistants