LeadConnector + Sage Intacct
Create new Sage Intacct contacts when LeadConnector pipeline stages change
When a lead moves to a different stage in your LeadConnector pipeline, this workflow will swiftly create a new contact in your Sage Intacct system. It not only reduces manual data entry but also ensures your Sage Intacct contact list stays up-to-date with your latest pipeline activity. This automation thus frees you up to focus on more important tasks, like closing deals and fostering customer relationships.
When a lead moves to a different stage in your LeadConnector pipeline, this workflow will swiftly create a new contact in your Sage Intacct system. It not only reduces manual data entry but also ensures your Sage Intacct contact list stays up-to-date with your latest pipeline activity. This automation thus frees you up to focus on more important tasks, like closing deals and fostering customer relationships.
- 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
