AccuLynx + HubSpot

List new AccuLynx jobs by milestone and get HubSpot deals in response

When a new milestone-based job list is created in AccuLynx, streamline your workflow by immediately creating a corresponding deal in HubSpot. Save time with this setup by eradicating the need for manual data entry between systems. Perfect for project managers and sales teams who want a seamless integration of data between AccuLynx and HubSpot.

When a new milestone-based job list is created in AccuLynx, streamline your workflow by immediately creating a corresponding deal in HubSpot. Save time with this setup by eradicating the need for manual data entry between systems. Perfect for project managers and sales teams who want a seamless integration of data between AccuLynx and HubSpot.

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

    Get a list of current jobs by Milestone.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Get Deal

    Gets an existing deal by ID.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Standard MilestonesRequired

    Trigger
    Scheduled
    Try It
    • 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
    • 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
    • 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
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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

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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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