Pipedrive + Sage Intacct
Create contacts in Sage Intacct for new deals in Pipedrive
Efficiently manage your sales and contact process with this Pipedrive to Sage Intacct automation. Whenever a new deal emerges in Pipedrive, it prompts an immediate creation of the corresponding contact in Sage Intacct. By aligning your sales pipeline with your financial application, this workflow relieves you from manual data entry, enabling you to invest more energy in driving your business growth.
Efficiently manage your sales and contact process with this Pipedrive to Sage Intacct automation. Whenever a new deal emerges in Pipedrive, it prompts an immediate creation of the corresponding contact in Sage Intacct. By aligning your sales pipeline with your financial application, this workflow relieves you from manual data entry, enabling you to invest more energy in driving your business growth.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier 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.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Type ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStage 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 ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
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 appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
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 type
Organization NameRequired
Organization 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 type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct 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 foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSuggested Contact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Primary Email Address
Secondary Email Address
Primary Phone
Secondary Phone
Mobile Phone
Pager
Fax
Address Line 1
Address Line 2
Address Line 3
City
State or Territory
ZIP or Postal Code
Country
ISO Country Code
Primary URL
Secondary URL
Status
Discount
Is Taxable?
Tax ID
Show in Contact List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice DateRequired
Due DateRequired
Action
Invoice Number
Reference Number
Description
Document ID
Base Currency
Transaction Currency
Exchange Rate - Date
Exchange Rate - Rate
Exchange Rate - Type ID
Customer Message - Choose Existing Message
Customer Message - Custom Message
Contacts - Pay To
Contacts - Return To
Contacts - Return To - Tax ID
Contacts - Return To - Tax Group
Billback Template
Attachment
CustomerRequired
Customer - Delivery Options
Payment Term
Tax Solution Key
Invoice Summary
Transaction AmountRequired
GL AccountRequired
Override Offset GL Account
Memo
Allocation
Account Label
Location
Department
Employee
Project
Customer
Vendor
Item
Warehouse
Class
Task
Cost Type
Asset
Contract
Affiliate Entity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
VendorRequired
Transaction dateRequired
Date
Rate
Type ID
Payment term
Shipping method
Attachment
Tax solution
Source document
Primary contact
Ship to contact
Bill to contact
Deliver to contact
ItemRequired
UnitRequired
QuantityRequired
Unit priceRequired
Line description
Line memo
Location
Warehouse
Department
Project
Task
Class
Customer
Employee
Subtotal
History record
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 appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
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 ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
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 type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
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 type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal 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 type
Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
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 foundNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project resource
Project
Employee
Item
Labor rate
Expense rate
AP and purchasing rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Sales Representative
Customer Type
Territory
Parent Customer
Shipping Method
Payment Term
Account Group
Price List
Price Schedule
Override Offset GL Account
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
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 deals
- 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
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
- 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
- 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 deals
- 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 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 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