Insightly + Sage Intacct
Create new Sage Intacct contacts from new Insightly records
Boost your productivity by linking Insightly and Sage Intacct. Whenever a new record is established in Insightly, this automation creates a fresh contact in your Sage Intacct account. This workflow provides a streamlined solution, ensuring your contacts remain up-to-date across systems without the need for manual input.
Boost your productivity by linking Insightly and Sage Intacct. Whenever a new record is established in Insightly, this automation creates a fresh contact in your Sage Intacct account. This workflow provides a streamlined solution, ensuring your contacts remain up-to-date across systems without the need for manual input.
- 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.