Create contacts in Sage Intacct from new leads in HelloLeads
Boost your efficiency with this streamlined process. When a new lead emerges in HelloLeads, it promptly initiates a contact creation in Sage Intacct. This erases the need for manual data entry, assuring a smooth transfer of essential business data between your platforms. Enjoy promptly updated contact details for heightened operational effectiveness.
Boost your efficiency with this streamlined process. When a new lead emerges in HelloLeads, it promptly initiates a contact creation in Sage Intacct. This erases the need for manual data entry, assuring a smooth transfer of essential business data between your platforms. Enjoy promptly updated contact details for heightened operational effectiveness.
- When this happens...New LeadsTriggers when new lead is added into HelloLeads. 
- automatically do this!Create ContactTriggers when a new contact is created. 
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- 14 day trial for premium features & apps
- When Lead Becomes Customer- Triggers when Lead stage is changed to Won stage. Try It
- First NameRequired 
- Last Name 
- ListRequired 
- Email AddressRequired 
- Mobile NoRequired 
- Designation 
- Company 
- Direct number 
- Alternate Number 
- Office number 
- Address Line 1 
- Address Line 2 
- City 
- State 
- Zip 
- Country 
- Website 
- Notes 
- Interests 
- Potential 
- Deal Size 
- Customer group 
- Tags 
 
- State 
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- Status 
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- New Leads- Triggers when new lead is added into HelloLeads. Try It
- Status 
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- New Payment Received (Accounts Receivable)- Triggers when a new AR payment is added. Try It
- Vendor IDRequired 
- Bill Number 
- Transaction DateRequired 
- Due DateRequired 
- Payment Term 
- Reference Number 
- GL Posting Date 
- Transaction Currency 
- Base Currency 
- Exchange Rate Type 
- Exchange Rate Date 
- Exchange Rate Value 
- Attachments ID 
- GL Account NumberRequired 
- Transaction AmountRequired 
- Description 
- Department ID 
- Location ID 
- Project ID 
- Customer ID 
- Item ID 
- Contract ID 
 







