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

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AccuLynx
AccuLynx logo
AccuLynx
1. Choose trigger event
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Salescaptain
Salescaptain logo
Salescaptain
2. Choose action
AccuLynx logo
1. Select the event
Setup
Test
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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 "Add or Update Contact" in Salescaptain.

You’re connected!

Zapier seamlessly connects AccuLynx and Salescaptain, 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
    • Company id
      Required
    Trigger
    Instant
    Try It
    • Company Id
      Required
    Trigger
    Instant
    Try It
    • Name
    • Phone
    • Email
    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
    • Company Id
      Required
    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
    • Phone Number
      Required
    • Email
    • Message
    • Tags
    • Custom field 1 name
    • Custom field 1 value
    • Custom field 2 name
    • Custom field 2 value
    Action
    Write
    • Name
    • Phone
    • Email
    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 Salescaptain 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 Salescaptain 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.
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Related categories
CRM (Customer Relationship Management)
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Salescaptain
SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.
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Related categories
Sales & CRM

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