Salesforce integration with AccuLynx
How to Create leads in AccuLynx from new Salesforce records
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create leads in AccuLynx from new Salesforce records" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AccuLynx integrations
AccuLynx actions
Nekton can use any feature that is available in AccuLynx API.
Using our advanced AI, you can easily create custom automations for AccuLynx.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead.
List of Jobs by Milestone
Get a list of current jobs by Milestone.
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.