LeadConnector + Sage Intacct
Create contacts in Sage Intacct when pipeline stages are updated in LeadConnector
Shift focus from manual tasks to what's important with this workflow. With every change in a pipeline stage in LeadConnector, a new contact gets created in Sage Intacct. Ideal for those in sales or customer relations, this seamless automation helps to keep track of stages in the sales pipeline and establish new contacts efficiently, ensuring no new lead falls through the cracks.
Shift focus from manual tasks to what's important with this workflow. With every change in a pipeline stage in LeadConnector, a new contact gets created in Sage Intacct. Ideal for those in sales or customer relations, this seamless automation helps to keep track of stages in the sales pipeline and establish new contacts efficiently, ensuring no new lead falls through the cracks.
- 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
