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AccuLynx + HubSpot

Create new HubSpot contacts from updated job lists by milestone in AccuLynx

Streamline your job management process with this efficient workflow. When you establish a new list of jobs by milestone in AccuLynx, a corresponding contact is instantly created in HubSpot. This ensures your HubSpot contacts are consistently up-to-date, eliminating the need for manual updates and elevating your workflow efficiency. Capitalize on this process to ensure seamless management of your jobs and contacts.

Streamline your job management process with this efficient workflow. When you establish a new list of jobs by milestone in AccuLynx, a corresponding contact is instantly created in HubSpot. This ensures your HubSpot contacts are consistently up-to-date, eliminating the need for manual updates and elevating your workflow efficiency. Capitalize on this process to ensure seamless management of your jobs and contacts.

  1. When this happens...
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Get a list of current jobs by Milestone.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Standard Milestones

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • 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 Extention 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

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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Related categories

  • CRM (Customer Relationship Management)

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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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