AccuLynx + CompanyCam
Add CompanyCam projects for new prospects in AccuLynx
Currently, Acculynx users must create a prospect in Acculynx and also create a project in CompanyCam. With this integration active, when a new prospect is added in Acculynx, a corresponding project will be created in CompanyCam. Automating this through Zapier allows users of the two platforms to cut out manual steps, save time, and get more consistent data.
Currently, Acculynx users must create a prospect in Acculynx and also create a project in CompanyCam. With this integration active, when a new prospect is added in Acculynx, a corresponding project will be created in CompanyCam. Automating this through Zapier allows users of the two platforms to cut out manual steps, save time, and get more consistent data.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Add Project
Creates a new project in your account.
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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
