AccuLynx + HubSpot
List new AccuLynx jobs by milestone and create or update HubSpot contacts
Keep project management and customer relationship management in perfect alignment with this handy workflow. Whenever a list of jobs reaches a new milestone in AccuLynx, this automation will then make sure to create or update the corresponding contact in HubSpot. That way, you can keep track of project status directly from your CRM system, saving your team time and effort.
Keep project management and customer relationship management in perfect alignment with this handy workflow. Whenever a list of jobs reaches a new milestone in AccuLynx, this automation will then make sure to create or update the corresponding contact in HubSpot. That way, you can keep track of project status directly from your CRM system, saving your team time and effort.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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Standard MilestonesRequired
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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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