AccuLynx + HubSpot

AccuLynx + HubSpot integrations

List new AccuLynx jobs by milestone and create or update HubSpot contacts

Keep project management and customer relationship management in perfect alignment with this handy workflow. Whenever a list of jobs reaches a new milestone in AccuLynx, this automation will then make sure to create or update the corresponding contact in HubSpot. That way, you can keep track of project status directly from your CRM system, saving your team time and effort.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Create or Update ContactCreates a new contact or updates an existing contact based on email address.
ActionWrite

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More things you can do with AccuLynx and HubSpot

Discover other triggers and actions you can use with AccuLynx and HubSpot

Contact Added
Triggers when a new Contact is added. This action registers a webhook listener for the contact_added event.
Trigger
Instant
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- Standard Milestones
  Required
Trigger
Polling
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Job Company Representative Assigned
Triggers when the representative for a job company is assigned. This action registers a webhook listener for the job_company_representative_assigned event.
Trigger
Instant
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Job Primary Contact Changed
Triggers when a Job changed its primary Contact. This action registers a webhook listener for the job_contacts_primary_changed event.
Trigger
Instant
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Job Initial Appointment Created
Triggers when a initial appointment is created for a job. This action registers a webhook listener for the job_initial_appointment_created event.
Trigger
Instant
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Job Milestone Current Changed
Triggers when the current milestone of a job is changed. This action registers a webhook listener for the job_milestone_current_changed event.
Trigger
Instant
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Job Trade Type Changed
Triggers when a trade type from a job is changed. This action registers a webhook listener for the job_trade_type_changed event.
Trigger
Instant
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- Contact type
  Required
- First name
  Required
- Last name
  Required
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is primary?
- Can receive text messages?
- Phone number type
- Email Address
- Is primary?
- Email address type
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
Action
Write
- JobId
  Required
- Start date (UTC format)
  Required
- End date (UTC format)
  Required
- Notes
Action
Write
- Job ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Search term
Action
Search
- JobId
  Required
Action
Search
- JobIdentifier
  Required
Action
Search
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
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- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

Contact Changed
Triggers when contact details have changed. This action registers a webhook listener for the contact_changed event.
Trigger
Instant
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Job Category Changed
Triggers when a job Category from a job is changed. This action registers a webhook listener for the job_category_changed event.
Trigger
Instant
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Job Company Representative Changed
Triggers when the representative for a job company is modified. This action registers a webhook listener for the job_company_representative_changed event.
Trigger
Instant
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Job Created
Triggers when a new job is created. This action registers a webhook listener for the job_created event.
Trigger
Instant
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Job Initial Appointment Updated
Triggers when an initial appointment is updated for a job. This action registers a webhook listener for the job.appointments.initial_updated event.
Trigger
Instant
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Job Milestone Status Current Changed
Triggers when the current status within a milestone of a job changes to another status in the same milestone.
Trigger
Instant
Try It
Job Work Type Changed
Triggers when a work type from a job is changed. This action registers a webhook listener for the job_work_type_changed event.
Trigger
Instant
Try It
- Contact ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade types
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
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
- ContactIdentifier
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

About AccuLynx

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

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HubSpot is your all-in-one stop for all of your marketing software needs.

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AccuLynx + HubSpot

AccuLynx + HubSpot

List new AccuLynx jobs by milestone and create or update HubSpot contacts

More things you can do with AccuLynx and HubSpot

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