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CRM & field service
AccuLynx + LumiTalk

Get your AccuLynx workflow live.

Stop losing roofing leads between the phone and your CRM. Schedule a setup session and the LumiTalk team will help connect your account, map the fields, test the handoff, and stay with you until it works.

Schedule a setup sessionTalk to our team →
✓Never miss a new roofing lead
✓Keep your existing AccuLynx workflow
✓Get hands-on setup from the LumiTalk team
The workflow

New call → Create Lead in AccuLynx

From the first conversation to the next action, LumiTalk keeps your team moving without duplicate entry.

01Customer conversationLumiTalk answers, qualifies, and captures context
→
02Structured handoffName, phone, email, summary, and next action
→
03AccuLynxCreate Lead in AccuLynx
We’ll do this with you

Get connected without figuring it out alone.

Bring your account and your questions. Our team will help you choose the right connection, configure it securely, and test the handoff with you.

  1. Start with a quick setup call — our team will walk through your AccuLynx locations and the lead information you want captured.
  2. We will help you enable AppConnections and create the right API key for each location. You can share access securely; you never need to email us a secret.
  3. Together, we will choose the best path: a LumiTalk-managed connection or your own Zapier connection.
  4. We will map your LumiTalk New Call trigger to AccuLynx Create Lead and review the name, email, phone, and call fields with you.
  5. We will run a real test lead with you, confirm it lands in the right location, and stay with you until the workflow is working.
Choose your path

Use the connection that fits your team.

Direct API

Connect directly to the vendor API for the most flexible workflow.

Zapier

Use a ready-made workflow with your Zapier account.

BYOK

Bring your own credentials and keep control of access.

Helpful resources

Keep the setup moving.

AccuLynx API overview↗AccuLynx Zapier/AppConnections↗AccuLynx API support↗
Ready to get started?

Get your AccuLynx workflow live.

Schedule a setup session and we’ll help you get the workflow live.

Schedule your setup session →
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