HubSpot + Sage Intacct

Create new HubSpot deals from newly invoiced Sage Intacct customers

Activate this workflow and streamline your sales process. With each new invoice registered in Sage Intacct, a corresponding deal will be created in HubSpot. This simplifies tracking and managing the payment cycle. Turn your invoice data into an automatic opportunity generator, allowing you to focus on growing your business.

Activate this workflow and streamline your sales process. With each new invoice registered in Sage Intacct, a corresponding deal will be created in HubSpot. This simplifies tracking and managing the payment cycle. Turn your invoice data into an automatic opportunity generator, allowing you to focus on growing your business.

  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