Leadinfo + Sage Intacct

Find Sage Intacct customers when new Leadinfo bots are activated

Boost your sales efficiency with this automation workflow. When a new lead appears in Leadinfo, this workflow springs into action, immediately searching for the customer in your Sage Intacct system. This instant access to customer information effectively streamlines your lead management process, enabling your team to provide swift, personalized responses to potential clients.

Boost your sales efficiency with this automation workflow. When a new lead appears in Leadinfo, this workflow springs into action, immediately searching for the customer in your Sage Intacct system. This instant access to customer information effectively streamlines your lead management process, enabling your team to provide swift, personalized responses to potential clients.

  1. When this happens!
    LeadinfoLeadinfo
    Lead Bot

    Triggers when a Lead Bot is successfully submitted.

    TriggerInstant
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

leadinfo logo
leadinfo logo

About Leadinfo

Identify B2B website visitors, simple and realtime. Free 14-day trial and no credit card required. Inbox with no complicated statistics, view your visitors as you view your e-mail.
Learn more

Related categories

  • Marketing
sage-intacct logo
sage-intacct logo

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

  • Accounting