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CRM & sales

Acculynx

Book roof inspections and log new leads from your AccuLynx CRM during every call.

Connect AccuLynx and your agent can answer calls for your roofing business and act in your CRM. It can create a new contact and lead for a caller, open a job, book the first site visit on the calendar, and check upcoming appointments for an existing job. Your team gets the record and the calendar entry before the call ends.

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What your agent can do with Acculynx

  • Create a contact and a residential roofing lead from a new caller
  • Open a job and set its category, work type and priority
  • Book the first site visit or inspection on the job calendar
  • Check scheduled appointments for a job when a customer calls
  • Add a company representative to a job so the right person is assigned

Acculynx exposes 8 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New inspection request

  1. Caller

    Hi, my roof has some missing shingles after the storm last week. Can someone come take a look?

  2. Agent

    I'm sorry to hear that. I can book an inspection for you. Can I get your name and the address of the property?

  3. Caller

    It's Maria Lopez, 214 Cedar Hollow Drive, Austin.

  4. Agent

    Thanks, Maria. I've created your contact and a roofing lead, and I have Thursday at 10 a.m. open with our inspector. Does that work?

  5. Caller

    Thursday at 10 is perfect.

  6. Agent

    You're booked for Thursday at 10 a.m. You'll get a confirmation shortly.

Checking an existing appointment

  1. Caller

    Hi, I'm calling about my roof replacement. When is the crew coming?

  2. Agent

    Let me pull up your job. Can you confirm the name on the account?

  3. Caller

    David Chen.

  4. Agent

    Thanks, David. Your next appointment is Monday, March 10 at 8 a.m. for the material delivery and crew arrival.

  5. Caller

    Great, thank you.

Follow-up call after a quote

  1. Agent

    Good afternoon, this is calling from Harbor Roofing about your estimate. Is now a good time to talk?

  2. Caller

    Sure, go ahead.

  3. Agent

    Would you like to schedule the final site visit to confirm measurements? I have Wednesday at 2 p.m. or Friday at 9 a.m.

  4. Caller

    Friday at 9 works.

  5. Agent

    Booked for Friday at 9 a.m. I've also added our project manager, Sam Rivera, as the company representative on your job.

How to connect Acculynx

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Acculynx

    From Integrations in the dashboard, choose Acculynx and enter the connection details from your Acculynx account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Acculynx actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with AccuLynx during the call or after it?

During the call. Your agent can look up contacts and jobs, create records and book calendar appointments while the caller is still on the line.

What do I need to connect AccuLynx?

An AccuLynx account and its credentials from your AccuLynx settings. Sign in to the AgentCalls dashboard, open Integrations, choose AccuLynx and enter your credentials.

Which plan includes the AccuLynx integration?

Integrations are included from the Growth plan onward.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Acculynx.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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