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AccuLynx + Richards Building Supply CRM

AccuLynx + Richards Building Supply CRM

AccuLynx + Richards Building Supply CRM integrations

List new AccuLynx jobs by milestone and create contacts and projects in Richards Building Supply CRM

Streamline your project management by instantly creating contacts and projects in the Richards Building Supply CRM whenever there are new job listings by milestone in AccuLynx. This automation eases the manual entry, ensures that your customer data in Richards Building Supply CRM is updated in real time with new tasks from AccuLynx, and keeps your projects organized effortlessly. Cut down on mundane tasks and keep your focus where it matters the most - on your customers and your projects.

  1. When this happens...
    List of Jobs by Milestone
    List of Jobs by Milestone
    List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
    TriggerPolling
  2. automatically do this!
    Create Contact and Project
    Create Contact and Project
    Create Contact and ProjectThis creates a contact and a project that the contact will be connected to.
    ActionWrite
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More things you can do with AccuLynx and Richards Building Supply CRM

Discover other triggers and actions you can use with AccuLynx and Richards Building Supply CRM

    • Standard Milestones
      Required
    Trigger
    Polling
    Try It
    • Contact
      Required
    • Lead source
    • Job category
    • Work type
    • Trade type
    • Notes
    • Priority
    • First street
    • Second street
    • City
    • State
    • Country
    • Zip code
    Action
    Write
    • Search term
    Action
    Search
    • Name
      Required
    Action
    Search
    • Contact type
      Required
    • First name
      Required
    • Last name
      Required
    • 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
    Action
    Write
    • First name
      Required
    • 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
    Action
    Write
    • Name
      Required
    Action
    Search
    • Name
      Required
    Action
    Search
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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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CRM (Customer Relationship Management)
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About Richards Building Supply CRM
Richards Building Supply CRM is a CRM application designed specifically for residential exterior remodeling and builder contractors.
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Related categories
CRM (Customer Relationship Management)