Perspective + Sage Intacct

Create new Sage Intacct contacts from completed Perspective funnels

Boost your efficiency with this quick and easy solution. Whenever a visitor completes a funnel in Perspective, a corresponding contact is instantly created in Sage Intacct. This seamless process minimizes manual work and ensures your contacts list remains current, affording you more time to focus on the growth of your business.

Boost your efficiency with this quick and easy solution. Whenever a visitor completes a funnel in Perspective, a corresponding contact is instantly created in Sage Intacct. This seamless process minimizes manual work and ensures your contacts list remains current, affording you more time to focus on the growth of your business.

  1. When this happens...
    PerspectivePerspective
    Visitor Completed a Funnel

    Triggers when a new visitor reaches the last page of a funnel.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
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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