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

  • 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