Connect AccuLynx and HubSpot to unlock the power of automation
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Set up your first integration
Quickly connect AccuLynx to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate AccuLynx with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List of Jobs by Milestone" from AccuLynx.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects AccuLynx and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Standard MilestonesRequired
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- Additional properties to retrieve
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- Additional properties to retrieve
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- 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
ActionWrite- Note
- Additional properties to retrieve
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- Additional properties to retrieve
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- Additional properties to retrieve
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Practical ways you can use AccuLynx and HubSpot
Create HubSpot contacts from new AccuLynx leads
When a new lead is created in AccuLynx, Zapier can automatically add the lead as a contact in HubSpot. This ensures no potential customer falls through the cracks, aligning sales and marketing efforts effectively.
Business OwnerUpdate leads in AccuLynx from HubSpot forms
When a form is submitted in HubSpot, Zapier can create a lead in AccuLynx. This allows marketers to quickly turn prospects into actionable opportunities without manual data entry.
Marketing & Marketing OpsSync jobs from AccuLynx to HubSpot deals
When a job in AccuLynx is updated to a specific milestone, Zapier can create or update a deal in HubSpot. This simplifies pipeline tracking and ensures the sales team has real-time updates on project phases.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about AccuLynx + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AccuLynx and HubSpot
What are triggers in the AccuLynx and HubSpot integration?
Triggers in the AccuLynx and HubSpot integration refer to specific events within either platform that can kickstart an action or a sequence of actions in the other. For instance, when a new lead is added in AccuLynx, this could trigger an automatic creation or update of a contact record in HubSpot.
Can I sync customer data between AccuLynx and HubSpot automatically?
Yes, you can automatically sync customer data between AccuLynx and HubSpot by setting up workflows where certain triggers, like a new lead entry or status update in AccuLynx, cause an automatic synchronization of the corresponding data with your records in HubSpot.
How do actions work within the integration?
Actions are automated activities that occur in response to triggers within the integration. For example, if you have set up a trigger for when a job is completed in AccuLynx, an action could be set to notify your team via HubSpot.
Is it possible to create automated follow-ups based on project status changes?
Yes, you can configure your integration so that when there is a change in project status within AccuLynx, such as moving from 'In Progress' to 'Completed', it automatically prompts follow-up actions like sending emails through HubSpot.
What types of updates can be sent from AccuLynx to HubSpot?
Various types of updates such as new leads, project status changes, and customer details modifications in AccuLynx can be seamlessly transferred and updated on corresponding records within HubSpot.
Do I need technical skills to set up the integration between these tools?
Setting up the integration between AccuLynx and HubSpot is designed to be user-friendly. Many setups involve simple drag-and-drop workflow configuration without needing extensive technical skills. Our interface guides you through configuring triggers and actions as needed.
Can custom fields be mapped during integration setup?
Yes, custom fields created either in AccuLynx or HubSpot can be mapped during setup. This ensures that specific data unique to your business processes gets accurately transferred between both platforms during integrations.
