AccuLynx + Get The Referral

Create new AccuLynx leads for new Get The Referral leads

Simplify your lead management with this seamless workflow. When a new lead is captured in Get The Referral, it will immediately create a corresponding lead in AccuLynx. This integration reduces manual data entry and ensures that all vital lead information accurately and instantly reflects in both platforms, enhancing your efficiency and productivity.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

New Advocate
Triggers when a new advocate is created.
Trigger
Instant
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- Advocate ID or Email AddressRequired
Action
Write
- Lead IDRequired
- New Lead StatusRequired
Action
Write
- Advocate Email AddressRequired
- Project
- Project StageRequired
- Fail on missing project stageRequired
Action
Write
- 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 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