Ally Hub + Sage Intacct
Create Sage Intacct contacts from new sold quotes in Ally Hub
Ensure efficient customer follow-ups without lifting a finger. With this workflow, every time a new quote is sold in Ally Hub, it instantly creates a contact within your Sage Intacct ledger. This lets you keep your customer data up-to-date and allows you to focus more on strategizing your business approaches.
Ensure efficient customer follow-ups without lifting a finger. With this workflow, every time a new quote is sold in Ally Hub, it instantly creates a contact within your Sage Intacct ledger. This lets you keep your customer data up-to-date and allows you to focus more on strategizing your business approaches.
- When this happens...New Sold Quote
Triggers when a student quote is set as sold.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New Bill
Triggers when a new bill is created. (Financial > Bills)
Try ItNew Sold Quote
Triggers when a student quote is set as sold.
Try ItNew Student
Triggers when a new student is created.
Try ItStudent NameRequired
Student Email
StatusRequired
New First Quote
Triggers when a student first quote is created.
Try ItNew Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Try ItNew Task or Event
Triggers when a new task or event is created.
Try ItFirst NameRequired
SurnameRequired
EmailRequired
City
State
CountryRequired
Address
Postal Code
Phone 1
Phone 2
Document 1
Document 2
Perception
Studied Idiom Name
Studied Idiom Level
Facebook Link
Instagram Link
Twitter Link
Skype Username
Passport Number
Passport Validity Date
Occupation
Contact Name
Contact Phone
Observation
