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.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Contact
Creates a new contact.
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Standard MilestonesRequired
Try ItGet All Dial Session Data
Use this trigger to fetch all of the dial session data for your account. If you are a team admin this will fetch all dial session data for you and all of your users and each call will be a unique trigger to perform actions
Try ItFolderRequired
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
Contact IDRequired
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
Folder
Try ItSearch Email
Search Phone
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
