Create new Sage Intacct contacts for each new Podia product sign up
Save time on data entry and accelerate your customer management process with this Podia-Sage Intacct workflow. Whenever a new product sign-up occurs within Podia, the system efficiently establishes a new contact in Sage Intacct. This helps in streamlining your contact management procedures, ensuring no new customer goes unnoticed, and focusing your efforts on growing your business. This workflow keeps the customer contact list updated without any manual intervention.
Save time on data entry and accelerate your customer management process with this Podia-Sage Intacct workflow. Whenever a new product sign-up occurs within Podia, the system efficiently establishes a new contact in Sage Intacct. This helps in streamlining your contact management procedures, ensuring no new customer goes unnoticed, and focusing your efforts on growing your business. This workflow keeps the customer contact list updated without any manual intervention.
- When this happens...Product Signed Up For
Triggers when someone signs up for a free or paid product.
- automatically do this!Create Contact
Triggers when a new contact is created.
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