Act-On + Sage Intacct

Create new Sage Intacct contacts from new Act-On form submissions

Effortlessly streamline your contacts management with this workflow. Each time there's a new form submission in Act-On, a novel contact will be instantly created in Sage Intacct. This automation offers an efficient solution to manual contact data transfer, ensuring your records in Sage Intacct always remain up-to-date with fresh submissions from Act-On.

Effortlessly streamline your contacts management with this workflow. Each time there's a new form submission in Act-On, a novel contact will be instantly created in Sage Intacct. This automation offers an efficient solution to manual contact data transfer, ensuring your records in Sage Intacct always remain up-to-date with fresh submissions from Act-On.

  1. When this happens...
    Act-OnAct-On
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

    • ProgramRequired

    Trigger
    Instant
    Try It
    • SegmentRequired

    • ContactRequired

    Action
    Write
    • FormRequired

    Action
    Write
  • Act-On triggers, actions, and search

    Update or Create Contact in All Contacts by External ID

    Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their unique ID in the source object. Go to Zapier’s help page to get more info.

    Action
    Write
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act-on logo

About Act-On

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.
Learn more

Related categories

  • Marketing Automation

Similar apps

Zapier Forms integrationsZapier Forms integrations

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sage-intacct logo
sage-intacct logo

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting