AccuLynx + Constant Contact
Create new contacts in Constant Contact for every updated job milestone in AccuLynx
Keep your client communication on point by automating your workflow between AccuLynx and Constant Contact. This automation begins when there's a new milestone job list in AccuLynx, and as a result, a new contact is created in Constant Contact. Save time, reduce manual effort, and maintain your customer engagement effectively.
Keep your client communication on point by automating your workflow between AccuLynx and Constant Contact. This automation begins when there's a new milestone job list in AccuLynx, and as a result, a new contact is created in Constant Contact. Save time, reduce manual effort, and maintain your customer engagement effectively.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
Contact typeRequired
First nameRequired
Last nameRequired
Cross reference
Company name
Company job title
Note
Phone Number
Extension
Is this the primary phone number?
Can receive text messages?
Type of Phone Number
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extension 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
NameRequired
NameRequired
