LeadConnector + Sage Intacct
Create Sage Intacct contacts when LeadConnector stages are updated
Ease your sales process with this streamlined workflow. Whenever the stage of a lead changes in LeadConnector, a new contact gets created within Sage Intacct. This efficient process ensures that all your critical contact information is effortlessly transferred while saving you time and reducing manual data entry tasks. It's an ideal solution for businesses keen on enhancing their sales and CRM processes.
Ease your sales process with this streamlined workflow. Whenever the stage of a lead changes in LeadConnector, a new contact gets created within Sage Intacct. This efficient process ensures that all your critical contact information is effortlessly transferred while saving you time and reducing manual data entry tasks. It's an ideal solution for businesses keen on enhancing their sales and CRM processes.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Triggers when a new contact is created.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Status
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
State
Try It
