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 or update LeadConnector opportunities with new Jotform submissions
- Add/Update Opportunity in LeadConnector for new lead form entries in Google Ads
- Create and update LeadConnector contacts from new Popl contacts
- Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
- Create and update LeadConnector contacts from new Leadpages form submissions
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- Add Contact to Customer List With Email in Google Ads for Pipeline Stage Changed in LeadConnector
- Update HighLevel contacts with new or updated Google Sheets rows
- Add or update contacts in LeadConnector from new submissions in Jotform
- Update Google Ads contact list with emails when LeadConnector pipeline stages change
- Create new LeadConnector opportunities from new Fillout Forms submissions
- Automate webhooks in InflatableOffice to add or update contacts in LeadConnector
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- Create or update contacts in LeadConnector for new scheduled bookings in OnceHub
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- Add or update LeadConnector contacts for new Credit Repair Cloud leads
- Manage new Nextdoor leads by adding or updating contacts in LeadConnector
- Add or update LeadConnector contacts from new Gravity Forms submissions
- Create and update LeadConnector contacts from new eWebinar registrations
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- Add or update LeadConnector opportunities for new Calendly invitees
- Add new InvestorBase buyers as LeadConnector/GHL contacts
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- Create or update LeadConnector contacts from new Webflow form submissions
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- Add New Eventbrite Attendees to LeadConnector Contacts
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- Add new tl;dv recordings to LeadConnector as updated contacts
- Create and update LeadConnector contacts from new Aesthetic Record EMR patients
- Add new StreetText leads to LeadConnector as contacts
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- Create new ZenMaid customers when LeadConnector pipeline stages change
- Add/update LeadConnector opportunities for new iSpeedToLead lead purchases
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- Create Hubspot contacts from updated LeadConnector pipeline stages.
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- Add leads to campaigns from new Typeform responses
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- Create leads in Credit Repair Cloud when stages change in LeadConnector
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- Create and update LeadConnector contacts from new WhatConverts leads
- Automatically add or update LeadConnector contacts for missed StealthSeminar webinars
- Add or update LeadConnector contacts for completed OpenPhone calls
- Create new LeadConnector opportunities from Jobber invoices
- Add or update LeadConnector contacts from new Acuity Scheduling appointments
- Create LeadConnector opportunities from new BookingKoala bookings
- Answer membership questions in Skool and add new leads to campaign in LeadConnector
- Capture new OnceHub contacts and add or update them in LeadConnector
- Create opportunities in LeadConnector from new estimates in QuickBooks Online
- Create and update LeadConnector contacts for new eBay orders
- Create and update LeadConnector contacts from new Meet Alfred connections
- Add new 97Display leads to LeadConnector as contacts
- Create or update LeadConnector contacts when new recurring services are added in ZenMaid
- Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
- Create opportunities in LeadConnector for new leads from Facebook Lead Ads
- Add new Square customers as LeadConnector contacts
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 contacts to LeadConnector from new Mailparser emails.
- Add or update contacts in LeadConnector from new submissions in Jotform
- Automate webhooks in InflatableOffice to add or update contacts in LeadConnector
- Add new StealthSeminar attendees as contacts in LeadConnector
- Add or update LeadConnector contacts for new Credit Repair Cloud leads
- Create and update LeadConnector contacts from new eWebinar registrations
- Add new InvestorBase buyers as LeadConnector/GHL contacts
- Add new Facebook Lead Ads leads to a LeadConnector campaign
- Create or update LeadConnector contacts from new ai summaries in Fathom
- Create Credit Repair Cloud clients from new changes to LeadConnector pipeline stages
- Invite new members in Skool when pipeline stages change in LeadConnector
- Create or update LeadConnector contacts from new Practice Better clients
- Create and update LeadConnector contacts from new Aesthetic Record EMR patients
- Create new ZenMaid customers when LeadConnector pipeline stages change
- Create Hubspot contacts from updated LeadConnector pipeline stages.
- Create LeadConnector contacts from new Popl connections
- Create new LeadConnector opportunities from new Growform form submissions
- Add/update contacts in LeadConnector for new or updated Mighty Networks member actions
- Create Zoom webinar registrants from LeadConnector pipeline stage changes
- Add or update contacts in LeadConnector for new events in Instantly
- Create leads in LeadConnector from new forms in Wix
- Update and manage LeadConnector contacts when ZenMaid appointments status changes
- Manage new AgentFire leads by adding or updating them in LeadConnector contacts
- Create and update contacts in LeadConnector whenever new contacts are created in Cash Flow Portal
- Create leads in Credit Repair Cloud when stages change in LeadConnector
- Create and update LeadConnector contacts from new WhatConverts leads
- Create new LeadConnector opportunities from Jobber invoices
- Answer membership questions in Skool and add new leads to campaign in LeadConnector
- Create and update LeadConnector contacts for new eBay orders
- Create or update LeadConnector contacts when new recurring services are added in ZenMaid
- Add new Square customers as LeadConnector contacts
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- Add new TikTok Lead Generation leads to LeadConnector campaigns
- Add or update LeadConnector opportunities with new Jotform submissions
- Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
- Add Contact to Customer List With Email in Google Ads for Pipeline Stage Changed in LeadConnector
- Update Google Ads contact list with emails when LeadConnector pipeline stages change
- Create Jobber clients from updated LeadConnector stages for seamless lead management
- Add or update LeadConnector contacts with new Typeform entries
- Manage new Nextdoor leads by adding or updating contacts in LeadConnector
- Add new Growform submissions to LeadConnector as updated contacts
- Create and update LeadConnector opportunities from new Jobber quotes
- Add New Eventbrite Attendees to LeadConnector Contacts
- Update LeadConnector contacts when Credit Repair Cloud statuses change
- Add/update LeadConnector contacts for new Credit Repair Cloud clients
- Track new Pagewheel orders by updating contacts in LeadConnector
- Create/update LeadConnector opportunities when new bookings are scheduled in OnceHub
- Add new StreetText leads to LeadConnector as contacts
- Add/update LeadConnector opportunities for new iSpeedToLead lead purchases
- Create AccuLynx leads from new LeadConnector entries
- Create or update LeadConnector contacts for new Givebutter transactions
- Identify new ClickFunnels contacts and update or add opportunities in LeadConnector
- Create or update contacts in LeadConnector for new contacts in Apollo
- Update opportunities in LeadConnector when new job completions occur in Jobber
- Add or update contacts in LeadConnector when new company flags are created in InsuranceXDate
- Create and update LeadConnector contacts for new Jobber clients
- Add new Stan customers as opportunities in LeadConnector
- Create leads in LeadConnector for each new submission in Fillout Forms
- Add new Mobilo Card leads to LeadConnector as contacts
- Create and update LeadConnector contacts from new LeadQuizzes 3 responses
- Automatically add or update LeadConnector contacts for missed StealthSeminar webinars
- Add or update LeadConnector contacts from new Acuity Scheduling appointments
- Capture new OnceHub contacts and add or update them in LeadConnector
- Create and update LeadConnector contacts from new Meet Alfred connections
- 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
- Add/Update Opportunity in LeadConnector for new lead form entries in Google Ads
- Create and update LeadConnector contacts from new Leadpages form submissions
- Update HighLevel contacts with new or updated Google Sheets rows
- Create new LeadConnector opportunities from new Fillout Forms submissions
- Create or update contacts in LeadConnector for new scheduled bookings in OnceHub
- Create and update LeadConnector opportunities from new fieldd bookings
- Add or update LeadConnector contacts from new Gravity Forms submissions
- Add or update LeadConnector opportunities for new Calendly invitees
- Create or update LeadConnector contacts from new Webflow form submissions
- Add or update opportunities in LeadConnector with new Typeform entries
- Create and update opportunities in LeadConnector for new contacts in Apollo
- Add new Jotform submissions to LeadConnector campaigns as leads
- Create contacts in LeadConnector from new leads in Outgrow
- Add new tl;dv recordings to LeadConnector as updated contacts
- Create or update contacts in LeadConnector for newly caught webhooks
- Create or update LeadConnector contacts for new Eventbrite orders
- Add leads to LeadConnector campaigns from new ClickFunnels Classic contact activities
- Add or update LeadConnector contacts from new purchased Barks in Bark app
- Add leads to campaigns from new Typeform responses
- Add or update LeadConnector contacts for new leads in Facebook Lead Ads
- Add or update Mailchimp subscribers with new changes to pipeline stages in LeadConnector
- Create LeadConnector contacts from new Eventbrite attendees
- Update LeadConnector contacts with new RingCentral call recordings
- Add and update LeadConnector contacts when new customers are added in fieldd
- Create and update LeadConnector contacts when new contacts are created in ZenMaid
- Create LeadConnector opportunities for new Credit Repair Cloud clients
- Send postcards via thanks.io when pipeline stages change in LeadConnector
- Add or update LeadConnector contacts for completed OpenPhone calls
- Create LeadConnector opportunities from new BookingKoala bookings
- Create opportunities in LeadConnector from new estimates in QuickBooks Online
- Add new 97Display leads to LeadConnector as contacts
- Create opportunities in LeadConnector for new leads from Facebook Lead Ads