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.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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Related categories

  • CRM (Customer Relationship Management)

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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.
Help

Related categories

  • Accounting