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Set up your first integration
Quickly connect AccuLynx to LeadConnector with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate AccuLynx with LeadConnector - no code necessary. See how you can get setup in minutes.
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 "Add/Update Contact" in LeadConnector.
You’re connected!
Zapier seamlessly connects AccuLynx and LeadConnector, 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 MilestonesRequired
Try ItTriggerPolling- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
- 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
ActionWrite- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite
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Practical ways you can use AccuLynx and LeadConnector
Create opportunities for new AccuLynx jobs.
When a new job milestone is added in AccuLynx, Zapier creates a new opportunity in LeadConnector automatically. This helps business owners quickly capitalize on project progress and align sales efforts with current operations.
Business Owner
Sync contacts between systems.
When a contact is updated in LeadConnector, Zapier can automatically create or update the corresponding lead in AccuLynx. This ensures consistent and accurate data between platforms without manual updates.
ITAdd AccuLynx milestones to a marketing campaign.
When a new job milestone is added in AccuLynx, Zapier can automatically add leads to a campaign in LeadConnector. This helps keep marketing efforts tightly aligned with job progress, helping improve engagement and campaign timing.
Marketing & Marketing OpsLearn how to automate LeadConnector on the Zapier blog
Frequently Asked Questions about AccuLynx + LeadConnector integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AccuLynx and LeadConnector
How can I integrate AccuLynx with LeadConnector?
You can integrate AccuLynx with LeadConnector using automated workflows that connect the two platforms. By setting triggers in AccuLynx, such as 'New Project Created' or 'Project Status Updated', you can automatically perform actions in LeadConnector like 'Create/Update Contact' or 'Send Email'. Our integration process is straightforward and does not require coding skills.
What triggers from AccuLynx can be used to initiate actions in LeadConnector?
AccuLynx offers several triggers that can initiate actions in LeadConnector. Common triggers include 'New Lead Created', 'Project Updated', or 'Job Contract Signed'. These triggers help automate tasks such as updating lead statuses, sending notifications, or creating follow-up activities in LeadConnector.
What actions can be performed in LeadConnector through this integration?
Through this integration, you can perform a range of automated actions in LeadConnector, such as creating new contacts, updating existing contact information, scheduling follow-up reminders, sending out emails or SMS notifications, and logging activity notes when certain events are triggered from AccuLynx.
Is any coding required to set up the integration between AccuLynx and LeadConnector?
No coding is required for the integration between AccuLynx and LeadConnector. Our platform provides a user-friendly interface where you can set up triggers and corresponding actions through simple steps without needing technical expertise.
Can I customize the automation rules when integrating AccuLynx with LeadConnector?
Yes, you have the flexibility to customize automation rules to suit your business needs. You can select specific triggers from AccuLynx that prompt corresponding actions in LeadConnector and tailor these workflows based on criteria like project type or lead source.
How do I handle errors during the integration process between these two platforms?
In case of any errors during the integration process between AccuLynx and LeadConnector, our support system provides detailed error messages along with troubleshooting steps. You can reconfigure the workflows if necessary or reach out to our technical support team for assistance.
Are there any limitations on data transfer when using this integration?
While integrating AccuLynx with LeadConnector allows for robust data exchange, it is essential to adhere to both platforms' API rate limits. Typically, these limitations ensure optimal performance without overwhelming system resources. Specific limits will depend on your subscription level and data handling needs.
