HubSpot + Sage Intacct

Create new HubSpot deals when new Sage Intacct invoices are generated

Streamline your sales process with this powerful automation. Whenever a new invoice is generated in Sage Intacct, a deal is instantly created in HubSpot. This integration helps reduce manual data entry, ensures your sales team is always up to date on customer billing, and enables more prompt follow-ups on new business opportunities.

Streamline your sales process with this powerful automation. Whenever a new invoice is generated in Sage Intacct, a deal is instantly created in HubSpot. This integration helps reduce manual data entry, ensures your sales team is always up to date on customer billing, and enables more prompt follow-ups on new business opportunities.

  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