AccuLynx + Birdeye
Create customers in Birdeye from new jobs by milestone in AccuLynx
Easily manage your customer data by setting up this workflow, which creates a new customer in Birdeye whenever there's a new customer added in AccuLynx. This way, you can ensure your customer information in both systems is always up-to-date, saving you time and effort in the process.
Easily manage your customer data by setting up this workflow, which creates a new customer in Birdeye whenever there's a new customer added in AccuLynx. This way, you can ensure your customer information in both systems is always up-to-date, saving you time and effort in the process.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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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
