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Connections

AccuLynx and Zapier connection

Pass data between AccuLynx and your third-party apps using Zapier. This connection lets you automate tasks with custom workflows to ensure you always have the most accurate, real-time information in AccuLynx.

AccuLynx integrates with Zapier

About AccuLynx’s connection with Zapier

With just a few clicks, you can instantly import leads into AccuLynx or share AccuLynx job milestones with other software applications.

Available to AccuLynx customers through the AppConnections add-on, the Zapier connection can be set up quickly and with no coding required.

How the connection works

Orange checkmark - Feature Included AccuLynx generates a custom API key that is used for your automated workflows in Zapier.
Orange checkmark - Feature Included This key allows you to update an AccuLynx job milestone in your connected application.
Orange checkmark - Feature Included You can also create a new lead record in AccuLynx from a third-party application.
An icon of a hand holding a clock.

Save time

Automate data transfers between AccuLynx and your other applications.

Streamline operations

Ensure that information is always up to date across all your applications.

Frequently asked questions

Yes, you must enable the AppConnections add-on in order to connect Zapier to your AccuLynx account. To enable AppConnections:

  1. Log in to your AccuLynx account.
  2. From the main menu, select the Market dropdown, and click “Add-Ons.”
  3. Select “AppConnections by AccuLynx” and click “enable.”

Once AppConnections has been enabled, select the Zapier connection and click “Get Connected.” You will be prompted to provide your Zapier account login credentials to finish authorizing the connection.

To complete the set-up, you will need to log into your Zapier account, go to “My Apps”, and follow the steps to successfully finish activating the connection.

You can generate unlimited API keys from AccuLynx.

You can manage your API keys within the AppConnections add-on in AccuLynx.

  1. Select “AppConnections” from the Market drop-down on the main menu.
  2. Select “Zapier” and click “Manage connection.”
  3. View all of your Active and Expired API keys.
  4. Create a new key, copy, or expire existing keys.

Once you have successfully enabled the connection in AccuLynx, log in to your Zapier account and follow these step-by-step instructions to create a new “Zap”.

Zapier has connections to over 6,000 different applications. Visit Zapier’s AccuLynx integration page and search for the application you want to connect to.

Every 1-15 minutes, depending on your Zapier account plan level.

Once an API key has expired, it is permanent and cannot be undone. You will have to generate a new API key.

When you create a new API key, you will be prompted to name that key and set a Lead Source.

You can create a new Lead Source right from the API key generator in AccuLynx. We recommend that you name it consistently with your new API–for example, “Facebook Leads.” Or, you can select an existing Lead Source–for example, “Social Media.” This identification will display as the Lead Source on any new leads that come from that third-party application.

Contact information, or data endpoints, that transfer from third-party applications through your Zapier connection into AccuLynx include:

  1. Name
  2. Company
  3. Address
  4. Job address
  5. Phone
  6. Email
  7. Job information

AccuLynx provides a full list of Zapier endpoints for your team to reference.

Want to see how AccuLynx’s connection
with Zapier works?

Get a demo of this connection and other features in AccuLynx.

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