HubSpot + Sage Intacct

Update HubSpot contacts when new invoices are created in Sage Intacct

When a new invoice is generated in Sage Intacct, instantly keep your communication relevant and timely by updating the associated contact details in your HubSpot. This automation ensures that every time invoice-related data changes, your HubSpot contact records mirror those updates, enhancing your customer relationship management efforts without extra manual work. Benefit from this workflow by maintaining an accurate database and delivering personalized experiences to your clients.

When a new invoice is generated in Sage Intacct, instantly keep your communication relevant and timely by updating the associated contact details in your HubSpot. This automation ensures that every time invoice-related data changes, your HubSpot contact records mirror those updates, enhancing your customer relationship management efforts without extra manual work. Benefit from this workflow by maintaining an accurate database and delivering personalized experiences to your clients.

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

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    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