HubSpot + Sage Intacct

Create or update HubSpot contacts for new Sage Intacct invoices

Whenever a new invoice is generated in Sage Intacct, this workflow ensures the corresponding contact is updated or created in HubSpot. This smooth integration between Sage Intacct and HubSpot reduces manual work and enhances your customer relationship management. It offers an efficient solution to maintaining up-to-date contact details and optimizes your business operations.

Whenever a new invoice is generated in Sage Intacct, this workflow ensures the corresponding contact is updated or created in HubSpot. This smooth integration between Sage Intacct and HubSpot reduces manual work and enhances your customer relationship management. It offers an efficient solution to maintaining up-to-date contact details and optimizes your business operations.

  1. When this happens...
    Sage IntacctSage Intacct
    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
    • Document type

    • State

    Trigger
    Polling
    Try It
    • Due DateRequired

    • Created DateRequired

    • Vendor

    • Transaction AmountRequired

    • GL AccountRequired

    • Total Transaction Amount

    • Memo

    • Location

    • Department

    Action
    Write
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
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