AccuLynx + HubSpot
Create new HubSpot contacts from updated job lists by milestone in AccuLynx
Streamline your job management process with this efficient workflow. When you establish a new list of jobs by milestone in AccuLynx, a corresponding contact is instantly created in HubSpot. This ensures your HubSpot contacts are consistently up-to-date, eliminating the need for manual updates and elevating your workflow efficiency. Capitalize on this process to ensure seamless management of your jobs and contacts.
Streamline your job management process with this efficient workflow. When you establish a new list of jobs by milestone in AccuLynx, a corresponding contact is instantly created in HubSpot. This ensures your HubSpot contacts are consistently up-to-date, eliminating the need for manual updates and elevating your workflow efficiency. Capitalize on this process to ensure seamless management of your jobs and contacts.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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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
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Additional properties to retrieve
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Additional properties to retrieve
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Additional properties to retrieve
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