HubSpot + Sage Intacct

Create or update HubSpot contacts for each new invoice in Sage Intacct

Easily manage your contacts whenever a new invoice is generated in Sage Intacct with this workflow. It immediately creates or updates a contact within your HubSpot, ensuring your records are always up-to-date. Save precious time and improve data accuracy in your customer management.

Easily manage your contacts whenever a new invoice is generated in Sage Intacct with this workflow. It immediately creates or updates a contact within your HubSpot, ensuring your records are always up-to-date. Save precious time and improve data accuracy in your customer management.

  1. When this happens...
    Sage IntacctSage Intacct
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Update Contact

    Update a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

    • Suggested Contact NameRequired

    • Print AsRequired

    • Last Name

    • First Name

    • Middle Name

    • Prefix

    • Company Name

    • Primary Email Address

    • Secondary Email Address

    • Primary Phone

    • Secondary Phone

    • Mobile Phone

    • Pager

    • Fax

    • Address Line 1

    • Address Line 2

    • Address Line 3

    • City

    • State or Territory

    • ZIP or Postal Code

    • Country

    • ISO Country Code

    • Primary URL

    • Secondary URL

    • Status

    • Discount

    • Is Taxable?

    • Tax ID

    • Show in Contact List

    Action
    Write
    • Invoice DateRequired

    • Due DateRequired

    • Action

    • Invoice Number

    • Reference Number

    • Description

    • Document ID

    • Base Currency

    • Transaction Currency

    • Exchange Rate - Date

    • Exchange Rate - Rate

    • Exchange Rate - Type ID

    • Customer Message - Choose Existing Message

    • Customer Message - Custom Message

    • Contacts - Pay To

    • Contacts - Return To

    • Contacts - Return To - Tax ID

    • Contacts - Return To - Tax Group

    • Billback Template

    • Attachment

    • CustomerRequired

    • Customer - Delivery Options

    • Payment Term

    • Tax Solution Key

    • Invoice Summary

    • Transaction AmountRequired

    • GL AccountRequired

    • Override Offset GL Account

    • Memo

    • Allocation

    • Account Label

    • Location

    • Department

    • Employee

    • Project

    • Customer

    • Vendor

    • Item

    • Warehouse

    • Class

    • Task

    • Cost Type

    • Asset

    • Contract

    • Affiliate Entity

    Action
    Write
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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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