AccuLynx + Hibu Assistant Connect

Generate or update Hibu Assistant Connect contacts from new AccuLynx job milestones

Stay ahead by effectively managing your leads. When a new job milestone is reached in AccuLynx, this workflow instantly updates the contact list in Hibu Assistant Connect. By doing so, you can keep your contacts informed in real time, maintaining constant engagement and ensuring efficient lead management. Perfect for businesses wanting to optimize their communication practices and streamline their operations.

Stay ahead by effectively managing your leads. When a new job milestone is reached in AccuLynx, this workflow instantly updates the contact list in Hibu Assistant Connect. By doing so, you can keep your contacts informed in real time, maintaining constant engagement and ensuring efficient lead management. Perfect for businesses wanting to optimize their communication practices and streamline their operations.

  1. When this happens...
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Get a list of current jobs by Milestone.

    TriggerPolling
  2. automatically do this!
    Hibu Assistant ConnectHibu Assistant Connect
    Create or Update Contact

    Creates a Contact, or updates the Contact if it already exists.

    ActionWrite
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Supported triggers and actions

    • 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 Extention 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
    • Instructions

    • LocationRequired

    • Full Name

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Lifecycle Stage

    Action
    Write
    • Instructions

    • LocationRequired

    • Full Name

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • IDRequired

    • LabelRequired

    • Workflow StageRequired

    • Amount in Dollars

    • Amount in Cents

    • URL

    • Description

    • Deleted

    Action
    Write
    • Instructions

    • LocationRequired

    • Full Name

    • First Name

    • Last Name

    • Phone NumberRequired

    • TimestampRequired

    • Duration in Minutes

    • Duration in Seconds

    • TypeRequired

    Action
    Write
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acculynx logo

About AccuLynx

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

Related categories

  • CRM (Customer Relationship Management)

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hibu-assistant-connect logo
hibu-assistant-connect logo

About Hibu Assistant Connect

Hibu Assistant Connect allows clients to connect 3rd party lists to their Hibu suite of products

Related categories

  • Marketing