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 Opportunity in LeadConnector for new lead form entries in Google Ads
- Add or update LeadConnector contacts from new Jotform submissions
- Add/update contacts in LeadConnector from Listings To Leads updates
- Add or update LeadConnector opportunities with new Jotform submissions
- Create and update LeadConnector contacts from new Leadpages form submissions
- Create and update LeadConnector contacts from new Popl contacts
- Add contacts to LeadConnector from new Mailparser emails.
- Add new InvestorBase buyers as LeadConnector/GHL contacts
- Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
- Add or update contacts in LeadConnector from new submissions in Jotform
- Add Contact to Customer List With Email in Google Ads for Pipeline Stage Changed in LeadConnector
- Create new LeadConnector opportunities from new Fillout Forms submissions
- Create or update contacts in LeadConnector for new scheduled bookings in OnceHub
- Add or update LeadConnector contacts for new Credit Repair Cloud leads
- Update Google Ads contact list with emails when LeadConnector pipeline stages change
- Create and update LeadConnector opportunities from new fieldd bookings
- Automate webhooks in InflatableOffice to add or update contacts in LeadConnector
- Update HighLevel contacts with new or updated Google Sheets rows
- Create and update LeadConnector contacts from new eWebinar registrations
- Add or update LeadConnector opportunities for new Calendly invitees
- Create or update LeadConnector contacts from new ai summaries in Fathom
- Create or update contacts in LeadConnector for newly caught webhooks
- Add or update LeadConnector contacts from new Gravity Forms submissions
- Create Credit Repair Cloud clients from new changes to LeadConnector pipeline stages
- Manage new Nextdoor leads by adding or updating contacts in LeadConnector
- Add or update LeadConnector contacts with new Typeform entries
- Create Jobber clients from updated LeadConnector stages for seamless lead management
- Add or update LeadConnector contacts from new purchased Barks in Bark app
- Track new Pagewheel orders by updating contacts in LeadConnector
- Add/update LeadConnector contacts for new Credit Repair Cloud clients
- Add new StealthSeminar attendees as contacts in LeadConnector
- Create or update LeadConnector contacts from new Webflow form submissions
- Create and update opportunities in LeadConnector for new contacts in Apollo
- Create new LeadConnector opportunities from new Growform form submissions
- Create LeadConnector contacts from new Popl connections
- Create/update LeadConnector opportunities when new bookings are scheduled in OnceHub
- Create Zoom webinar registrants from LeadConnector pipeline stage changes
- Create and update LeadConnector contacts from new Aesthetic Record EMR patients
- Create new ZenMaid customers when LeadConnector pipeline stages change
- Add/update contacts in LeadConnector for new or updated Mighty Networks member actions
- Add new StreetText leads to LeadConnector as contacts
- Add or update Mailchimp subscribers with new changes to pipeline stages in LeadConnector
- Add and update LeadConnector contacts when new customers are added in fieldd
- Add New Eventbrite Attendees to LeadConnector Contacts
- Create leads in LeadConnector from new forms in Wix
- Create new Houzz Pro leads when pipeline stages change in LeadConnector
- Update LeadConnector contacts when Credit Repair Cloud statuses change
- Add new Stan customers as opportunities in LeadConnector
- Create and update contacts in LeadConnector whenever new contacts are created in Cash Flow Portal
- Identify new ClickFunnels contacts and update or add opportunities in LeadConnector
- Create or update contacts in LeadConnector for new contacts in Apollo
- Create or update LeadConnector contacts from new Practice Better clients
- Add new tl;dv recordings to LeadConnector as updated contacts
- Add leads to campaigns from new Typeform responses
- Add or update LeadConnector contacts for new leads in Facebook Lead Ads
- Update LeadConnector contacts when eWebinar attendees stay for a certain percentage of time
- Add new Fillout Forms submissions as contacts in LeadConnector
- Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
- Create or update LeadConnector contacts for new Eventbrite orders
- Add or update LeadConnector contacts for new or updated Google Contacts
- Manage new AgentFire leads by adding or updating them in LeadConnector contacts
- Capture cta clicks in StealthSeminar and add/update contacts in LeadConnector
- Create and update LeadConnector opportunities from new Jobber quotes
- Create opportunities in LeadConnector each time a new service is added in ZenMaid
- Add or update opportunities in LeadConnector with new Typeform entries
- Create opportunities in LeadConnector for new leads from Facebook Lead Ads
- Update LeadConnector contacts with new RingCentral call recordings
- Create and update LeadConnector contacts when new contacts are created in ZenMaid
- Add new Pagewheel orders to LeadConnector campaign as leads
- Log Google Sheets rows when HighLevel pipeline stages change
- Add new Jotform submissions to LeadConnector campaigns as leads
- Add new Eventbrite attendees as leads to campaigns in LeadConnector
- Send postcards via thanks.io when pipeline stages change in LeadConnector
- Create opportunities in LeadConnector from new Duda form responses
- Add or update LeadConnector contacts with new ThriveCart product purchases
- Create leads in LeadConnector for each new submission in Fillout Forms
- Create opportunities in LeadConnector from new estimates in QuickBooks Online
- Add new Mobilo Card leads to LeadConnector as contacts
- Create LeadConnector opportunities for new Credit Repair Cloud clients
- Invite new members in Skool when pipeline stages change in LeadConnector
- Create leads in Credit Repair Cloud when stages change in LeadConnector
- Update and manage LeadConnector contacts when new contacts are identified in ClickFunnels
- Add new Growform submissions to LeadConnector as updated contacts
- Create and manage new opportunities in LeadConnector for every new paid member in Skool
- Add or update LeadConnector contacts for completed Quo calls
- Answer membership questions in Skool and add new leads to campaign in LeadConnector
- Create LeadConnector opportunities from new BookingKoala bookings
- Add or update LeadConnector contacts from new Acuity Scheduling appointments
- Create new LeadConnector opportunities from Jobber invoices
- Capture new OnceHub contacts and add or update them in LeadConnector
- Add or update LeadConnector contacts from new Google Sheets rows
- Add new facebook lead ads leads to a campaign in LeadConnector
- Create and update LeadConnector contacts for new Jobber clients
- Add new 97Display leads to LeadConnector as contacts
- Create opportunities in LeadConnector from new quotes in BookingKoala
- Manage new Urable customers by adding or updating contacts in LeadConnector
- Update LeadConnector contacts when attendees leave early in StealthSeminar
- Create and update LeadConnector opportunities when new contacts are added in ZenMaid
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 Leadpages form submissions
- Add new InvestorBase buyers as LeadConnector/GHL contacts
- Add Contact to Customer List With Email in Google Ads for Pipeline Stage Changed in LeadConnector
- Add or update LeadConnector contacts for new Credit Repair Cloud leads
- Automate webhooks in InflatableOffice to add or update contacts in LeadConnector
- Add or update LeadConnector opportunities for new Calendly invitees
- Add or update LeadConnector contacts from new Gravity Forms submissions
- Add or update LeadConnector contacts with new Typeform entries
- Track new Pagewheel orders by updating contacts in LeadConnector
- Create or update LeadConnector contacts from new Webflow form submissions
- Create LeadConnector contacts from new Popl connections
- Create and update LeadConnector contacts from new Aesthetic Record EMR patients
- Add new StreetText leads to LeadConnector as contacts
- Add New Eventbrite Attendees to LeadConnector Contacts
- Update LeadConnector contacts when Credit Repair Cloud statuses change
- Identify new ClickFunnels contacts and update or add opportunities in LeadConnector
- Add new tl;dv recordings to LeadConnector as updated contacts
- Update LeadConnector contacts when eWebinar attendees stay for a certain percentage of time
- Create or update LeadConnector contacts for new Eventbrite orders
- Capture cta clicks in StealthSeminar and add/update contacts in LeadConnector
- Add or update opportunities in LeadConnector with new Typeform entries
- Create and update LeadConnector contacts when new contacts are created in ZenMaid
- Add new Jotform submissions to LeadConnector campaigns as leads
- Create opportunities in LeadConnector from new Duda form responses
- Create opportunities in LeadConnector from new estimates in QuickBooks Online
- Invite new members in Skool when pipeline stages change in LeadConnector
- Add new Growform submissions to LeadConnector as updated contacts
- Answer membership questions in Skool and add new leads to campaign in LeadConnector
- Create new LeadConnector opportunities from Jobber invoices
- Add new facebook lead ads leads to a campaign in LeadConnector
- Create opportunities in LeadConnector from new quotes in BookingKoala
- Create and update LeadConnector opportunities when new contacts are added in ZenMaid
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- Add new TikTok Lead Generation leads to LeadConnector campaigns
- Add/update contacts in LeadConnector from Listings To Leads updates
- 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
- Update Google Ads contact list with emails when LeadConnector pipeline stages change
- Update HighLevel contacts with new or updated Google Sheets rows
- Create or update LeadConnector contacts from new ai summaries in Fathom
- Create Credit Repair Cloud clients from new changes to LeadConnector pipeline stages
- Create Jobber clients from updated LeadConnector stages for seamless lead management
- Add/update LeadConnector contacts for new Credit Repair Cloud clients
- Create and update opportunities in LeadConnector for new contacts in Apollo
- Create/update LeadConnector opportunities when new bookings are scheduled in OnceHub
- Create new ZenMaid customers when LeadConnector pipeline stages change
- Add or update Mailchimp subscribers with new changes to pipeline stages in LeadConnector
- Create leads in LeadConnector from new forms in Wix
- Add new Stan customers as opportunities in LeadConnector
- Create or update contacts in LeadConnector for new contacts in Apollo
- Add leads to campaigns from new Typeform responses
- Add new Fillout Forms submissions as contacts in LeadConnector
- Add or update LeadConnector contacts for new or updated Google Contacts
- Create and update LeadConnector opportunities from new Jobber quotes
- Create opportunities in LeadConnector for new leads from Facebook Lead Ads
- Add new Pagewheel orders to LeadConnector campaign as leads
- Add new Eventbrite attendees as leads to campaigns in LeadConnector
- Add or update LeadConnector contacts with new ThriveCart product purchases
- Add new Mobilo Card leads to LeadConnector as contacts
- 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 LeadConnector opportunities from new BookingKoala bookings
- Capture new OnceHub contacts and add or update them in LeadConnector
- Create and update LeadConnector contacts for new Jobber clients
- Manage new Urable customers by adding or updating contacts in LeadConnector
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- Add/Update Opportunity in LeadConnector for new lead form entries in Google Ads
- Add or update LeadConnector opportunities with new Jotform submissions
- Add contacts to LeadConnector from new Mailparser emails.
- Add or update contacts in LeadConnector from new submissions in Jotform
- Create or update contacts in LeadConnector for new scheduled bookings in OnceHub
- Create and update LeadConnector opportunities from new fieldd bookings
- Create and update LeadConnector contacts from new eWebinar registrations
- Create or update contacts in LeadConnector for newly caught webhooks
- Manage new Nextdoor leads by adding or updating contacts in LeadConnector
- Add or update LeadConnector contacts from new purchased Barks in Bark app
- Add new StealthSeminar attendees as contacts in LeadConnector
- Create new LeadConnector opportunities from new Growform form submissions
- Create Zoom webinar registrants from LeadConnector pipeline stage changes
- Add/update contacts in LeadConnector for new or updated Mighty Networks member actions
- Add and update LeadConnector contacts when new customers are added in fieldd
- Create new Houzz Pro leads when pipeline stages change in LeadConnector
- Create and update contacts in LeadConnector whenever new contacts are created in Cash Flow Portal
- Create or update LeadConnector contacts from new Practice Better clients
- Add or update LeadConnector contacts for new leads in Facebook Lead Ads
- Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
- Manage new AgentFire leads by adding or updating them in LeadConnector contacts
- Create opportunities in LeadConnector each time a new service is added in ZenMaid
- Update LeadConnector contacts with new RingCentral call recordings
- Log Google Sheets rows when HighLevel pipeline stages change
- Send postcards via thanks.io when pipeline stages change in LeadConnector
- Create leads in LeadConnector for each new submission in Fillout Forms
- Create LeadConnector opportunities for new Credit Repair Cloud clients
- Update and manage LeadConnector contacts when new contacts are identified in ClickFunnels
- Add or update LeadConnector contacts for completed Quo calls
- Add or update LeadConnector contacts from new Acuity Scheduling appointments
- Add or update LeadConnector contacts from new Google Sheets rows
- Add new 97Display leads to LeadConnector as contacts
- Update LeadConnector contacts when attendees leave early in StealthSeminar