Insightly + Sage Intacct
Create new Sage Intacct contacts from new Insightly records
Simplify your workflow by instantly creating a new contact in Sage Intacct when a new record appears in Insightly. This process helps to keep your database up-to-date and saves time by reducing manual data entry. Take advantage of this setup and ensure a consistent, organized contact list across your platforms.
Simplify your workflow by instantly creating a new contact in Sage Intacct when a new record appears in Insightly. This process helps to keep your database up-to-date and saves time by reducing manual data entry. Take advantage of this setup and ensure a consistent, organized contact list across your platforms.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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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.