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

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AccuLynx
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AccuLynx
1. Choose trigger event
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Get The Referral
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Get The Referral
2. Choose action
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1. Select the event
Setup
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AccuLynx
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List of Jobs by Milestone" from AccuLynx.

Add your action

An action happens after the trigger—such as "Find Advocate" in Get The Referral.

You’re connected!

Zapier seamlessly connects AccuLynx and Get The Referral, 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.

    • Standard Milestones
      Required
    Trigger
    Polling
    Try It
  • Get The Referral triggers, actions, and search
    New Advocate

    Triggers when a new advocate is created.

    Trigger
    Instant
    Try It
    • Advocate ID or Email Address
      Required
    Action
    Write
    • Lead ID
      Required
    • New Lead Status
      Required
    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 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
  • Get The Referral triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
    • Lead ID or Email Address
      Required
    Action
    Write
    • GTR Lead ID
      Required
    • CRM Object ID
      Required
    • message
    Action
    Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect AccuLynx and Get The Referral to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your AccuLynx to Get The Referral integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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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
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CRM (Customer Relationship Management)
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get-the-referral logo
About Get The Referral
Get The Referral manages, connects and automates leads to your CRM.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect AccuLynx to Get The Referral on the world's largest no-code automation platform

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