LeadConnector + Sage Intacct
Create new Sage Intacct contacts when LeadConnector stages change
Boost your CRM efficiency with this seamless workflow between LeadConnecter and Sage Intacct. Whenever a sales stage switches in LeadConnecter, a new contact will be instantly created in Sage Intacct. This automation not only streamlines your data management process, but also ensures that your accounting team is always in the loop with the latest sales activities. Say goodbye to manual entries and hello to seamless business operations.
Boost your CRM efficiency with this seamless workflow between LeadConnecter and Sage Intacct. Whenever a sales stage switches in LeadConnecter, a new contact will be instantly created in Sage Intacct. This automation not only streamlines your data management process, but also ensures that your accounting team is always in the loop with the latest sales activities. Say goodbye to manual entries and hello to seamless business operations.
- 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
