HubSpot + Sage Intacct

Create new HubSpot contacts from new Sage Intacct invoices

When a new invoice is generated in Sage Intacct, this workflow will swiftly create a corresponding contact in HubSpot. Aiding efficient management of your financial data, this process ensures every client connected to an invoice is duly recorded in HubSpot. Streamline your operations and reinforce your customer management strategies with this powerful integration.

When a new invoice is generated in Sage Intacct, this workflow will swiftly create a corresponding contact in HubSpot. Aiding efficient management of your financial data, this process ensures every client connected to an invoice is duly recorded in HubSpot. Streamline your operations and reinforce your customer management strategies with this powerful integration.

  1. When this happens...
    Sage IntacctSage Intacct
    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    ActionWrite
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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
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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