LeadConnector + Sage Intacct
Create new Sage Intacct contacts when LeadConnector pipeline stages change
Stay on top of your sales pipeline by instantly adding new contacts to Sage Intacct following a change in pipeline stage in the LeadConnector app. This workflow ensures that your contact management in Sage Intacct remains up-to-date with your sales pipeline in LeadConnector. It provides a seamless link between your sales and accounting software, helping you save time and maintain accuracy.
Stay on top of your sales pipeline by instantly adding new contacts to Sage Intacct following a change in pipeline stage in the LeadConnector app. This workflow ensures that your contact management in Sage Intacct remains up-to-date with your sales pipeline in LeadConnector. It provides a seamless link between your sales and accounting software, helping you save time and maintain accuracy.
- 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
