AccuLynx + Instant Roofer
Add new Instant Roofer leads to AccuLynx
Use this template to add new leads from Instant Roofer directly into AccuLynx. Lead source is in the notes but can be attributed in Acculynx for lead tracking if you have this functionality. Leads can be either from the embedded calculator or from Instant Roofer directly. Solar options are added in the notes but are optional if your company doesn't offer solar roofing as an option. Company is passed into Acculynx but is optional if your roofing company does not have multiple service locations.
Use this template to add new leads from Instant Roofer directly into AccuLynx. Lead source is in the notes but can be attributed in Acculynx for lead tracking if you have this functionality. Leads can be either from the embedded calculator or from Instant Roofer directly. Solar options are added in the notes but are optional if your company doesn't offer solar roofing as an option. Company is passed into Acculynx but is optional if your roofing company does not have multiple service locations.
- When this happens...New Lead
Triggers when a roof replacement is requested.
- automatically do this!Create Lead
Creates a new lead.
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New Lead
Triggers when a roof replacement is requested.
Try ItContact typeRequired
First nameRequired
Last nameRequired
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
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 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
NameRequired
Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
