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Quickly connect CallRail to AccuLynx with a Zapier template.

Our most popular template

Create new AccuLynx leads from captured CallRail forms
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CallRail + AccuLynx
Generate new AccuLynx leads from completed CallRail phone calls
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CallRail + AccuLynx

Create new AccuLynx leads from captured CallRail forms

Details

Try it

CallRail + AccuLynx

Generate new AccuLynx leads from completed CallRail phone calls

Details

Try it

CallRail + AccuLynx

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How Zapier works

Zapier makes it easy to integrate CallRail with AccuLynx - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Phone Call Completed" from CallRail.

Add your action

An action happens after the trigger—such as "Create Lead" in AccuLynx.

You’re connected!

Zapier seamlessly connects CallRail and AccuLynx, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Account
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- Companies
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- Account
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- Company
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- Accounts
  Required
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- Account
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- Companies
  Required
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- Account
  Required
- Companies
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- Account
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- Companies
  Required
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- Accounts
  Required
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- 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 Extention 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

- Account
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- Companies
  Required
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
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- Account
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- Companies
  Required
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- Standard Milestones
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Polling
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Practical ways you can use CallRail and AccuLynx

Create leads in AccuLynx for tagged calls.

Stay organized by ensuring all tagged calls indicating potential customers in CallRail automatically create a new lead in AccuLynx. This reduces the chance of missing prospective clients and streamlines the lead management process. Zapier ensures leads are created consistently and efficiently.

Business Owner

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Track form submissions from CallRail as leads.

Track marketing effectiveness by linking potential customers to your roofing projects. When a form is captured in CallRail, Zapier can automatically create a new lead in AccuLynx. This helps maintain consistency in your lead collection and ensures nothing falls through the cracks.

Marketing & Marketing Ops

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Learn how to automate CallRail on the Zapier blog

Make work flow with AI

Level up your CallRail to AccuLynx integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Learn moreLearn moreHelpHelp

Related categories

Call Tracking

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect CallRail and AccuLynx to unlock the power of automation

Set up your first integration

Create new AccuLynx leads from captured CallRail forms

Generate new AccuLynx leads from completed CallRail phone calls

Create new AccuLynx leads from captured CallRail forms

Generate new AccuLynx leads from completed CallRail phone calls

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use CallRail and AccuLynx

Create leads in AccuLynx for tagged calls.

Track form submissions from CallRail as leads.

Learn how to automate CallRail on the Zapier blog

6 ways to automate CallRail with Zapier

Make work flow with AI

Connect CallRail to AccuLynx on the world's largest no-code automation platform

Explore CallRail + AccuLynx Integrations

Explore CallRail + AccuLynx Integrations