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.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Get Deal
Gets an existing deal by ID.
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Standard MilestonesRequired
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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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