Storm-day roofing calls, logged in AccuLynx as leads
GreetKeeper picks up every caller at once, takes the address and the damage, and its webhook sends the lead on through Zapier.
Caller
“The hail last night took shingles off the back slope and there's a stain on the bedroom ceiling. My insurance wants an inspection. When can you come?”
What happened next
- Captured the homeowner's name, number and property address
- Asked about the damage, the insurance claim and a good time for an inspection
- Sent the call to AccuLynx as a lead with the requested inspection slot
How GreetKeeper connects to AccuLynx
Three states, and we publish the one that is true rather than the one that reads best.
| Tool | How it connects | What that means |
|---|---|---|
| AccuLynx | Through Zapier |
What AccuLynx is, and what it takes in from Zapier
AccuLynx is software built for roofing contractors. It carries a job from the first lead through the estimate, the insurance paperwork, production and the final invoice.
On Zapier, AccuLynx offers five write actions: Create Lead, Create Contact, Create Job, Set Initial Appointment and Update Contact Custom Field. That's enough to turn a phone call into a lead with an inspection already on it.
Your estimators keep working the way they do now. What changes is the pile of storm-day voicemails, because each caller is now a lead in AccuLynx with the facts attached.
What an inbound call becomes in AccuLynx
GreetKeeper posts one signed webhook after each call. Your Zap decides which AccuLynx actions it runs.
Create Lead takes the homeowner's name, phone number, email and street address. GreetKeeper reads the address back on the call, which saves your estimator from a wasted drive across town.
Set Initial Appointment uses the time the caller asked for. Your office confirms or moves it inside AccuLynx, and the homeowner already has a slot in mind.
Your intake answers travel as question and answer pairs. Map the ones you report on, like insurance claim or roof age, into custom fields with Update Contact Custom Field. The summary and transcript link go in the notes.
Connecting GreetKeeper to AccuLynx
Plan for a short session with whoever owns your AccuLynx lead sources.
Set the questions every roofing call should answer
Address, type of damage, whether a claim is open, and a good time for an inspection. GreetKeeper asks them in that order and reads the details back.
Start with Webhooks by Zapier
This part needs a paid Zapier plan (Professional or above). Choose Catch Hook and copy the address Zapier shows you into GreetKeeper's webhook setting.
Map the lead, then the appointment
Add Create Lead and fill the contact fields. Add Set Initial Appointment after it with the requested time, then any custom fields you track.
Test it before the next storm
Ring your own number, describe a leak and hang up. Open the new AccuLynx lead and check the address, the notes and the appointment.
Handling the storm rush with AccuLynx
GreetKeeper answers calls that arrive together at the same time, so nobody queues when a hailstorm makes every phone in the county ring. Your line's own channel limit is the usual ceiling.
Forward your number on busy and no-answer, and set the ring delay at your carrier. The ring count is set where the forwarding is set, and GreetKeeper answers the moment the call arrives.
Train it on the questions homeowners ask after a storm, like whether you work with their insurer. It answers those, then books the inspection request.
Questions about AccuLynx and GreetKeeper
Can GreetKeeper put an inspection on the AccuLynx calendar?
Yes. AccuLynx's Zapier listing includes Set Initial Appointment. Your Zap passes it the time the caller asked for, and your office confirms or moves it in AccuLynx.
What Zapier plan does a roofing company need?
A paid plan, Professional or above. The Zap starts with Webhooks by Zapier and its Catch Hook trigger, which needs a paid plan. AccuLynx's own Zapier actions write the lead.
Will it handle fifty calls the morning after a hailstorm?
GreetKeeper answers calls that arrive together at the same time, so nobody sits in a queue. Every caller becomes its own lead in AccuLynx, with an address and an inspection request.
Do spam calls end up as AccuLynx leads?
No. GreetKeeper screens out robocalls and spam calls before the greeting, and those calls don't count toward your plan either.
Hear it take a storm call
Call it about a leaking roof and read the lead it writes. 14 days free, every feature on, no card.