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AccuLynx + PhoneBurner

Create new PhoneBurner contacts from updated AccuLynx jobs by milestone list

When a new job milestone is reached within AccuLynx, streamline your workflow by instantly adding a contact in PhoneBurner. This integration ensures your PhoneBurner contact list stays up-to-date with your job progress in AccuLynx, providing a seamless connection for efficient project management.

When a new job milestone is reached within AccuLynx, streamline your workflow by instantly adding a contact in PhoneBurner. This integration ensures your PhoneBurner contact list stays up-to-date with your job progress in AccuLynx, providing a seamless connection for efficient project management.

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

    Get a list of current jobs by Milestone.

    TriggerScheduled
  2. automatically do this!
    PhoneBurnerPhoneBurner
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Standard Milestones

    Trigger
    Scheduled
    Try It
    • Folder

    Trigger
    Scheduled
    Try It
    • PhoneBurner Contact IDRequired

    • Folder

    • First Name

    • Last Name

    • Email Address

    • Work Number

    • Home Phone

    • Mobile Phone

    • Other Phone

    • Address

    • Apt / Suite

    • City

    • State

    • Zip

    • Notes

    • Tags

    • Lead ID

    • Name of the External CRM

    • External CRM ID

    • Transfer Record To

    • Mark as New

    • Rating

    Action
    Write
    • 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
    • FolderRequired

    • First Name

    • Last Name

    • Email Address

    • Work Number

    • Home Phone

    • Mobile Phone

    • Other Phone

    • Address

    • Apt / Suite

    • City

    • State

    • Zip

    • Notes/Description

    • Tags

    • Lead ID

    • Lead Source ID

    • Name of the External CRM

    • External CRM ID

    • Check for duplicates based on Email

    • Check for duplicates based on Phone

    • Duplicate Scrubbing Policy

    • On Duplicate

    • DNC List

    Action
    Write
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About AccuLynx

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

Related categories

  • CRM (Customer Relationship Management)

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About PhoneBurner

PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.

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