LeadConnector + Sage Intacct
Create contacts in Sage Intacct when pipeline stages change in LeadConnector
Shift your focus from tedious data entry to more strategic tasks when a lead progresses in your Pipeline with LeadConnector. This workflow helps to effortlessly create a new contact in Sage Intacct each time there's an advancement in your LeadConnector pipeline. Stay ahead with up-to-date data in Sage Intacct, fostering efficient business operations and strengthening your customer relationships.
Shift your focus from tedious data entry to more strategic tasks when a lead progresses in your Pipeline with LeadConnector. This workflow helps to effortlessly create a new contact in Sage Intacct each time there's an advancement in your LeadConnector pipeline. Stay ahead with up-to-date data in Sage Intacct, fostering efficient business operations and strengthening your 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
