Josh No Code

How Roofing Companies Can Automate Lead Intake with Zapier + AccuLynx

May 14, 2025

In the competitive roofing industry, speed and consistency in responding to leads can be the difference between winning and losing a job. If your sales reps are still copying lead data manually into AccuLynx from web forms or ad platforms, you're leaving money on the table—and wasting time.

Fortunately, you can automate lead creation in AccuLynx with Zapier, reducing manual data entry and ensuring every lead is captured instantly and accurately. In this article, we'll explore exactly how roofing companies can use Zapier + AccuLynx to streamline lead intake, track lead sources, and improve sales response time.

Why Roofing Businesses Use Zapier + AccuLynx for Automation

AccuLynx is one of the most popular CRMs in the roofing industry. It’s built for contractors, helping with everything from job management to estimates and photo documentation. But it doesn’t always natively connect with all the lead sources roofing companies rely on—like Calendly, Facebook Ads, or Jotform.

That’s where Zapier comes in. Zapier acts as a bridge between AccuLynx and 5,000+ apps, letting you build custom workflows—called Zaps—to automate repetitive tasks.

Common Lead Source Automations for Roofing Companies

Here are the most common and impactful Zapier workflows (Zaps) roofing contractors can set up today to automate their lead management:

1. Google Local Service Ads → AccuLynx

Capture contact form data or calls from Google Local Service Ads and automatically create a new lead in AccuLynx, tagged as “Google LSA.” 

2. Calendly → AccuLynx

When a prospect books a consultation via Calendly, automatically push their name, email, phone, and appointment date into AccuLynx as a new lead.

3. Facebook Ads → AccuLynx

Use Zapier to connect Facebook Lead Ads to AccuLynx. Each time someone submits a form on Facebook, a lead is created in AccuLynx with the tag “Facebook.”

4. Jotform → Acculynx

If you're using Jotform for custom intake forms (e.g., roof inspection requests), you can automatically send that data into AccuLynx, saving it under the correct job stage and tagging it as “Jotform.”

5. Angi / Angie's List → AccuLynx

While Angi doesn’t have a native Zapier integration, you can still automate this by using Zapier Webhooks. Most lead delivery platforms (including Angi) allow you to configure a POST URL endpoint. By generating a Zapier Webhook URL, you can receive Angi leads directly into Zapier and map them into AccuLynx—complete with proper tagging for reporting.

Bonus Automations: Assign Lead Sources and Track Campaigns

In each automation above, Zapier can also tag each lead with a source name like “Facebook,” “Jotform,” or “Google LSA.” This allows your sales team to easily segment and report on which lead sources are driving the most value.

You can even send notifications to your sales team via Slack, SMS, or email every time a new lead comes in—no more missed opportunities.

Getting Started with Zapier + AccuLynx

Here’s how to get started:

  1. Create a Zapier account if you haven’t already.
  2. Choose your lead source app (e.g., Calendly, Facebook Lead Ads, Jotform).
  3. Set the “Trigger” to detect new form submissions or bookings.
  4. Set the “Action” to create a new lead in AccuLynx.
  5. Include a custom tag to track the lead source.
  6. Test and deploy.

If this sounds complicated, don’t worry—we specialize in building done-for-you automation systems for roofing companies using Zapier and AccuLynx.

Final Thoughts

Zapier + AccuLynx can help roofing contractors automate lead creation, reduce errors, tag lead sources, and respond to prospects faster than ever. Whether you're running Google Ads, using Jotform for roof inspections, or letting clients book through Calendly, there’s a Zap for that.

At Josh No Code, we help roofing businesses like yours build lead intake automations that scale. If you're ready to stop copying and pasting and start automating, reach out to us for a consultation.