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
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- Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
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- Add/update contacts in LeadConnector from Listings To Leads updates
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