AccuLynx + Richards Building Supply CRM
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.
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.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Contact and Project
This creates a contact and a project that the contact will be connected to.
- Free forever for core features
- 14 day trial for premium features & apps
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
