Pipedrive + Sage Intacct
Create new Sage Intacct contacts from new Pipedrive deals
Streamline your sales and accounting processes with this efficient integration. Whenever a new deal comes to fruition in Pipedrive, this workflow will swiftly create a corresponding contact in Sage Intacct. This allows your teams to stay updated and coordinated, reducing the chance of errors or oversights, while saving valuable time. Enhancing collaboration between your CRM and accounting systems has never been this seamless.
Streamline your sales and accounting processes with this efficient integration. Whenever a new deal comes to fruition in Pipedrive, this workflow will swiftly create a corresponding contact in Sage Intacct. This allows your teams to stay updated and coordinated, reducing the chance of errors or oversights, while saving valuable time. Enhancing collaboration between your CRM and accounting systems has never been this seamless.
- When this happens...
New DealTriggers when a new deal is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactTriggers when a new contact is created.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Taxable
Tax ID
Contact Tax Group Name
Active
Primary Phone Number
Secondary Phone Number
Cellular Phone Number
Pager Number
Fax Number
Primary Email Address
Secondary Email Address
Primary URL
Secondary URL
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Reference Number
Customer IDRequired
Due Date
Payment Term
Create Draft
GL Account Number
AR Account Label
Offset GL Account Number
Transaction AmountRequired
Location ID
Allocation ID
Customer ID
Class ID
Contract ID
Department ID
Employee ID
Vendor ID
Warehouse ID
Project ID
Item ID
Memo
Rev Rec Template ID
Deferred Revenue GL Account Number
Rev Rec End Date
Rev Rec Start Date
Total Due
Total Paid
External ID
Description
Bill To Contact
Ship To Contact
Summary Record No
Attachments ID
Base Currency Code
Transaction Currency Code
Exchange Rate Date
Exchange Rate Type
Exchange Rate Value
Transaction Date
GL Posting Date
Post to GL?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Active
One Time Use
First Name
Middle Name
Last Name
Primary Contact Name
Primary Phone Number
Mobile Phone Number
Pager
Fax
Primary Email Address
Secondary Email Address
URL
Currency
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country
Print As
Exclude from the company contact list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Pipedrive
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Create Pipedrive deals from new Sage Intacct invoices by adding products to them
- Create new Sage Intacct contacts whenever Pipedrive deal stages get updated
- Create new contacts in Sage Intacct for every new person in Pipedrive
- Find Sage Intacct customers whenever new persons are added in Pipedrive
- Find customers in Sage Intacct for updated deal stages in Pipedrive
- Create new Sage Intacct contacts from updated Pipedrive persons matching filter
- Create contacts in Sage Intacct when deal stages are updated in Pipedrive
- Create new Sage Intacct contacts for every new person in Pipedrive
- Create new Sage Intacct contacts from new leads in Pipedrive
- Create Sage Intacct contacts from new Pipedrive leads
- Create new contacts in Sage Intacct when new people are added in Pipedrive
- Create new Sage Intacct contacts from updated persons in Pipedrive
- Create contacts in Sage Intacct for updated deal stages in Pipedrive
- Update Sage Intacct contacts when deal stages are updated in Pipedrive
- Create contacts in Sage Intacct for new people in Pipedrive
- "create new contacts in Sage Intacct from updated persons in Pipedrive"
- Create new Sage Intacct contacts from matching deal filters in Pipedrive
- Create contacts in Sage Intacct from new people in Pipedrive
- Create new Sage Intacct contacts from new Pipedrive deals
- "create new Sage Intacct contacts from new organizations in Pipedrive"
- Create new Sage Intacct contacts from new Pipedrive people
- Create new Sage Intacct contacts from matched persons in Pipedrive instantly
- Create new contacts in Sage Intacct for every new organization in Pipedrive
- Create new Sage Intacct contacts from new Pipedrive leads
- Create new Sage Intacct contacts for every new deal in Pipedrive
- "filter and create new Pipedrive persons as contacts in Sage Intacct"
- Create new Sage Intacct contacts from new Pipedrive leads
- Create Sage Intacct contacts from new Pipedrive leads
- Create new Sage Intacct contacts from new Pipedrive persons
- Create Sage Intacct contacts from new deal matching filters in Pipedrive
- Update Sage Intacct contacts whenever a person is updated in Pipedrive
- Create new Sage Intacct contacts when new persons are added in Pipedrive
- Create new Sage Intacct contacts from matched deals in Pipedrive
- Create new contacts in Sage Intacct from new deals in Pipedrive
- Create new Sage Intacct contacts from updated Pipedrive deal stages
- Create new Sage Intacct contacts from new people in Pipedrive
- Create new Sage Intacct contacts for new Pipedrive persons
- Create Sage Intacct contacts from new Pipedrive deal matching filters
- "create new Sage Intacct contacts from matched deals in Pipedrive"
- Create contacts in Sage Intacct from new matching deal filters in Pipedrive
- Create new Sage Intacct contacts from new persons in Pipedrive
- Create new contacts in Sage Intacct when persons matching filter criteria are found in Pipedrive
- Create contacts in Sage Intacct for new deals in Pipedrive
Related Zap Templates
- Create Pipedrive deals from new Sage Intacct invoices by adding products to them
- Find Sage Intacct customers whenever new persons are added in Pipedrive
- Create contacts in Sage Intacct when deal stages are updated in Pipedrive
- Create Sage Intacct contacts from new Pipedrive leads
- Create contacts in Sage Intacct for updated deal stages in Pipedrive
- "create new contacts in Sage Intacct from updated persons in Pipedrive"
- Create new Sage Intacct contacts from new Pipedrive deals
- Create new Sage Intacct contacts from matched persons in Pipedrive instantly
- Create new Sage Intacct contacts for every new deal in Pipedrive
- Create Sage Intacct contacts from new Pipedrive leads
- Update Sage Intacct contacts whenever a person is updated in Pipedrive
- Create new contacts in Sage Intacct from new deals in Pipedrive
- Create new Sage Intacct contacts for new Pipedrive persons
- Create contacts in Sage Intacct from new matching deal filters in Pipedrive
- Create contacts in Sage Intacct for new deals in Pipedrive
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- Create new Sage Intacct contacts whenever Pipedrive deal stages get updated
- Find customers in Sage Intacct for updated deal stages in Pipedrive
- Create new Sage Intacct contacts for every new person in Pipedrive
- Create new contacts in Sage Intacct when new people are added in Pipedrive
- Update Sage Intacct contacts when deal stages are updated in Pipedrive
- Create new Sage Intacct contacts from matching deal filters in Pipedrive
- "create new Sage Intacct contacts from new organizations in Pipedrive"
- Create new contacts in Sage Intacct for every new organization in Pipedrive
- "filter and create new Pipedrive persons as contacts in Sage Intacct"
- Create new Sage Intacct contacts from new Pipedrive persons
- Create new Sage Intacct contacts when new persons are added in Pipedrive
- Create new Sage Intacct contacts from updated Pipedrive deal stages
- Create Sage Intacct contacts from new Pipedrive deal matching filters
- Create new Sage Intacct contacts from new persons in Pipedrive
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- Create new contacts in Sage Intacct for every new person in Pipedrive
- Create new Sage Intacct contacts from updated Pipedrive persons matching filter
- Create new Sage Intacct contacts from new leads in Pipedrive
- Create new Sage Intacct contacts from updated persons in Pipedrive
- Create contacts in Sage Intacct for new people in Pipedrive
- Create contacts in Sage Intacct from new people in Pipedrive
- Create new Sage Intacct contacts from new Pipedrive people
- Create new Sage Intacct contacts from new Pipedrive leads
- Create new Sage Intacct contacts from new Pipedrive leads
- Create Sage Intacct contacts from new deal matching filters in Pipedrive
- Create new Sage Intacct contacts from matched deals in Pipedrive
- Create new Sage Intacct contacts from new people in Pipedrive
- "create new Sage Intacct contacts from matched deals in Pipedrive"
- Create new contacts in Sage Intacct when persons matching filter criteria are found in Pipedrive