AccuLynx

AccuLynx is the leading all-in-one business management software for roofing contractors.
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ACCULYNX + SMITH.AI OVERVIEW

Connect your AccuLynx to a superior customer engagement service

If you’re using AccuLynx, you understand the importance of efficient project management in the roofing industry. AccuLynx is a powerful software designed specifically for roofing contractors to streamline their operations, manage job progress, and enhance customer communications.

Benefits of AccuLynx + Virtual Receptionists

Never miss a lead

Have peace of mind (and the competitive advantage) when Smith.ai’s receptionists handle conversations for you 24/7 — making a great first impression with homeowners and reducing overhead and workload. Our receptionists offer a warm greeting, and pre-screen leads with your custom questions and criteria while sharing updates via AccuLynx, including contact information, summaries, and much more. Track your leads in AccuLynx and allow the entire team access to follow-up on leads, clients, and others who call your business.

Automation

By combining our receptionists with AccuLynx, you can automate repetitive tasks like adding qualified leads to your AccuLynx CRM. You’ll spend less time on administrative tasks like this and more time growing your business. 

Ways to integrate AccuLynx with Smith.ai

  • Create a Lead in AccuLynx after each new Smith.ai call (Zapier)
  • Create a Lead in AccuLynx after each new Smith.ai website chat (Zapier)

Create a Lead in AccuLynx after each new Smith.ai call (Zapier)

After Smith.ai virtual receptionists take your calls, you'll get your leads and call summaries via email and SMS. Using Zapier, you can build a custom integration that will automatically sync with your AccuLynx account and create a lead, including the contact's first and last name, email, phone number, and call summary. 

Create a Lead in AccuLynx after each new Smith.ai website chat (Zapier)

After Smith.ai agents handle your website chats, you'll get your leads and chat transcripts via email and SMS. Using Zapier, you can build a custom integration that will automatically sync with your AccuLynx account and create a lead, including the contact's first and last name, email, (optionally) phone number, and chat conversation. 

About AccuLynx

AccuLynx is a specialized project management tool for roofing contractors, offering capabilities to enhance customer engagement, schedule jobs efficiently, and streamline workflow processes.

REQUIREMENTS FOR INTEGRATION

Smith.ai Subscription

AccuLynx plans

Zapier account

RESOURCES

How to Connect Smith.ai and AccuLynx

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Owner, CMIT Solutions of Downtown Chicago

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