LeadConnector + Sage Intacct
"change pipeline stages in LeadConnector and find customers in Sage Intacct"
Enhance your customer management strategy with this efficient process. Whenever a lead's stage shifts in LeadConnector, it simultaneously updates in Sage Intacct. This efficient workflow not only improves your lead management but also strengthens your customer relationships, ensuring every detail is up-to-date. Embrace a more organized approach to customer management.
Enhance your customer management strategy with this efficient process. Whenever a lead's stage shifts in LeadConnector, it simultaneously updates in Sage Intacct. This efficient workflow not only improves your lead management but also strengthens your customer relationships, ensuring every detail is up-to-date. Embrace a more organized approach to customer management.
- When this happens!
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstantThis event starts a Zap instantly.
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In PipelineRequired
Moved to Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone Number
Email
First Name
Last Name
Full Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
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
Related Zap Templates
- Send Offline Conversion to Google Ads for Pipeline Stage Changed in LeadConnector
- Add new TikTok Lead Generation leads to LeadConnector campaigns
- Add/update contacts in LeadConnector from Listings To Leads updates
- Add or update LeadConnector contacts from new Jotform submissions
- Add/Update Opportunity in LeadConnector for new lead form entries in Google Ads
- Add or update LeadConnector opportunities with new Jotform submissions
- Create and update LeadConnector contacts from new Popl contacts
- Create and update LeadConnector contacts from new Leadpages form submissions
- Add contacts to LeadConnector from new Mailparser emails.
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- Add new InvestorBase buyers as LeadConnector/GHL contacts
- Create new LeadConnector opportunities from new Fillout Forms submissions
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- Update HighLevel contacts with new or updated Google Sheets rows
- Automate webhooks in InflatableOffice to add or update contacts in LeadConnector
- Add or update LeadConnector contacts with new Typeform entries
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- Add or update LeadConnector contacts from new Gravity Forms submissions
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- Create or update LeadConnector contacts from new ai summaries in Fathom
- Create Credit Repair Cloud clients from new changes to LeadConnector pipeline stages
- Track new Pagewheel orders by updating contacts in LeadConnector
- Add new StealthSeminar attendees as contacts in LeadConnector
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- Create and update LeadConnector opportunities from new Jobber quotes
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- Add/update contacts in LeadConnector for new or updated Mighty Networks member actions
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- Create new ZenMaid customers when LeadConnector pipeline stages change
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- Add or update Mailchimp subscribers with new changes to pipeline stages in LeadConnector
- Create leads in LeadConnector from new forms in Wix
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- Add or update LeadConnector contacts for completed Quo calls
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- Create or update LeadConnector contacts when new recurring services are added in ZenMaid
- Create LeadConnector opportunities from new BookingKoala bookings
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- Add or update LeadConnector contacts from new Acuity Scheduling appointments
- Add or update LeadConnector contacts from new Google Sheets rows
- Add or update contacts in LeadConnector for new events in Instantly
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- Create and update LeadConnector contacts from new Meet Alfred connections
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Related Zap Templates
- Send Offline Conversion to Google Ads for Pipeline Stage Changed in LeadConnector
- Add or update LeadConnector contacts from new Jotform submissions
- Create and update LeadConnector contacts from new Popl contacts
- Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
- Create new LeadConnector opportunities from new Fillout Forms submissions
- Add or update LeadConnector contacts for new Credit Repair Cloud leads
- Update HighLevel contacts with new or updated Google Sheets rows
- Create and update LeadConnector contacts from new eWebinar registrations
- Manage new Nextdoor leads by adding or updating contacts in LeadConnector
- Create Credit Repair Cloud clients from new changes to LeadConnector pipeline stages
- Create or update LeadConnector contacts from new Webflow form submissions
- Create and update LeadConnector opportunities from new Jobber quotes
- Add new Growform submissions to LeadConnector as updated contacts
- Add or update LeadConnector contacts from new purchased Barks in Bark app
- Create or update LeadConnector contacts from new Practice Better clients
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- Add or update Mailchimp subscribers with new changes to pipeline stages in LeadConnector
- Add or update opportunities in LeadConnector with new Typeform entries
- Create LeadConnector contacts from new Popl connections
- Add new Mobilo Card leads to LeadConnector as contacts
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- Update contacts in LeadConnector with new submissions from Youform
- Create and update LeadConnector contacts when new contacts are created in ZenMaid
- Create opportunities in LeadConnector for new leads from Facebook Lead Ads
- Create opportunities in LeadConnector from new estimates in QuickBooks Online
- Create leads in Credit Repair Cloud when stages change in LeadConnector
- Create and manage new opportunities in LeadConnector for every new paid member in Skool
- Create new LeadConnector opportunities from Jobber invoices
- Add or update LeadConnector contacts from new Acuity Scheduling appointments
- Update LeadConnector contacts when attendees leave early in StealthSeminar
- Add or update LeadConnector contacts for new or updated Google Contacts
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- Add new TikTok Lead Generation leads to LeadConnector campaigns
- Add/Update Opportunity in LeadConnector for new lead form entries in Google Ads
- Create and update LeadConnector contacts from new Leadpages form submissions
- Add Contact to Customer List With Email in Google Ads for Pipeline Stage Changed in LeadConnector
- Add or update contacts in LeadConnector from new submissions in Jotform
- Create and update LeadConnector opportunities from new fieldd bookings
- Automate webhooks in InflatableOffice to add or update contacts in LeadConnector
- Create Jobber clients from updated LeadConnector stages for seamless lead management
- Add or update LeadConnector opportunities for new Calendly invitees
- Track new Pagewheel orders by updating contacts in LeadConnector
- Add New Eventbrite Attendees to LeadConnector Contacts
- Add/update LeadConnector contacts for new Credit Repair Cloud clients
- Create or update LeadConnector contacts for new Eventbrite orders
- Invite new members in Skool when pipeline stages change in LeadConnector
- Create Zoom webinar registrants from LeadConnector pipeline stage changes
- Create new ZenMaid customers when LeadConnector pipeline stages change
- Create leads in LeadConnector from new forms in Wix
- Update LeadConnector contacts when Credit Repair Cloud statuses change
- Create new Houzz Pro leads when pipeline stages change in LeadConnector
- Create or update LeadConnector contacts for new Givebutter transactions
- Identify new ClickFunnels contacts and update or add opportunities in LeadConnector
- Add new tl;dv recordings to LeadConnector as updated contacts
- Create and update LeadConnector contacts for new Jobber clients
- Update LeadConnector contacts when eWebinar attendees stay for a certain percentage of time
- Create opportunities in LeadConnector each time a new service is added in ZenMaid
- Add leads to LeadConnector campaigns from new ClickFunnels Classic contact activities
- Add new Jotform submissions to LeadConnector campaigns as leads
- Create contacts in LeadConnector from new leads in Outgrow
- Create and update LeadConnector contacts from new WhatConverts leads
- Create or update LeadConnector contacts when new recurring services are added in ZenMaid
- Answer membership questions in Skool and add new leads to campaign in LeadConnector
- Add or update LeadConnector contacts from new Google Sheets rows
- Add new 97Display leads to LeadConnector as contacts
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- Add/update contacts in LeadConnector from Listings To Leads updates
- Add or update LeadConnector opportunities with new Jotform submissions
- Add contacts to LeadConnector from new Mailparser emails.
- Add new InvestorBase buyers as LeadConnector/GHL contacts
- Update Google Ads contact list with emails when LeadConnector pipeline stages change
- Create or update contacts in LeadConnector for new scheduled bookings in OnceHub
- Add or update LeadConnector contacts with new Typeform entries
- Add or update LeadConnector contacts from new Gravity Forms submissions
- Create or update LeadConnector contacts from new ai summaries in Fathom
- Add new StealthSeminar attendees as contacts in LeadConnector
- Create or update contacts in LeadConnector for newly caught webhooks
- Create new LeadConnector opportunities from new Growform form submissions
- Create and update opportunities in LeadConnector for new contacts in Apollo
- Create/update LeadConnector opportunities when new bookings are scheduled in OnceHub
- Add/update contacts in LeadConnector for new or updated Mighty Networks member actions
- Add new StreetText leads to LeadConnector as contacts
- Add and update LeadConnector contacts when new customers are added in fieldd
- Add new Stan customers as opportunities in LeadConnector
- Add new Eventbrite attendees as leads to campaigns in LeadConnector
- Create and update contacts in LeadConnector whenever new contacts are created in Cash Flow Portal
- Create or update contacts in LeadConnector for new contacts in Apollo
- Update opportunities in LeadConnector when new job completions occur in Jobber
- Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
- Capture cta clicks in StealthSeminar and add/update contacts in LeadConnector
- Create Hubspot contacts from updated LeadConnector pipeline stages.
- Manage new AgentFire leads by adding or updating them in LeadConnector contacts
- Create AccuLynx leads from new LeadConnector entries
- Add new Pagewheel orders to LeadConnector campaign as leads
- Add or update LeadConnector contacts for completed Quo calls
- Create LeadConnector opportunities from new BookingKoala bookings
- Capture new OnceHub contacts and add or update them in LeadConnector
- Add or update contacts in LeadConnector for new events in Instantly
- Create and update LeadConnector contacts from new Meet Alfred connections