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How Zapier works

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Select a trigger from AccuLynx

A trigger is an event that starts your Zap and runs the workflow. For example, with AccuLynx, a trigger could be "List of Jobs by Milestone."
A trigger is the event that kicks off your automated workflow.

Setup an action from HubSpot

An action is what takes place after the automation is triggered. For example, with HubSpot, the action could be "Add Contact to List."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected AccuLynx to HubSpot

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your AccuLynx to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

Connect AccuLynx and HubSpot to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • 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 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
    • Note
    • Additional properties to retrieve
    Trigger
    Scheduled
    Try It
    • Note
    • Additional properties to retrieve
    Trigger
    Scheduled
    Try It
    • Note
    • Additional properties to retrieve
    Trigger
    Scheduled
    Try It

Learn how to automate AccuLynx on the Zapier blog

Learn how to automate HubSpot on the Zapier blog

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