Perspective + Sage Intacct

Create new Sage Intacct contacts whenever visitors complete funnels in Perspective

Streamline your client management by integrating Perspective with Sage Intacct. With this workflow, as soon as a visitor completes a funnel in Perspective, a new contact is instantly created in Sage Intacct. This simplifies contact management and helps move your business operations forward, saving you significant time and effort.

Streamline your client management by integrating Perspective with Sage Intacct. With this workflow, as soon as a visitor completes a funnel in Perspective, a new contact is instantly created in Sage Intacct. This simplifies contact management and helps move your business operations forward, saving you significant time and effort.

  1. When this happens...
    PerspectivePerspective
    TriggerPolling
  2. automatically do this!
    Sage IntacctSage Intacct
    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
    Try It
perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

Related categories

  • Marketing Automation

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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