Sage Sales Management Integrations

Name: Zapier
Availability: InStock

Put Sage Sales Management to work with AI and enterprise-grade automation

Automate smarter with Sage Sales Management and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

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Or pick an app to pair with

Google Forms

Forms & Surveys, Google

Microsoft Excel

Microsoft, Spreadsheets

HubSpot

Marketing Automation

Mailchimp

Marketing Automation

LinkedIn Ads

Ads & Conversion, Microsoft

ActiveCampaign

Marketing Automation

Facebook Lead Ads (for Business admins)

Ads & Conversion

Microsoft Outlook

Calendar, Email, Microsoft

Onepage

App Builder

Google Forms

Forms & Surveys, Google

Microsoft Excel

Microsoft, Spreadsheets

HubSpot

Marketing Automation

Mailchimp

Marketing Automation

LinkedIn Ads

Ads & Conversion, Microsoft

ActiveCampaign

Marketing Automation

Google Forms

Forms & Surveys, Google

Microsoft Excel

Microsoft, Spreadsheets

HubSpot

Marketing Automation

Mailchimp

Marketing Automation

LinkedIn Ads

Ads & Conversion, Microsoft

ActiveCampaign

Marketing Automation

Facebook Lead Ads (for Business admins)

Ads & Conversion

Microsoft Outlook

Calendar, Email, Microsoft

Onepage

App Builder

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new ForceManager CRM contacts to Google Contacts
Details
Try it
Sage Sales Management + Google Contacts
Add new leads from Facebook Lead Ads to ForceManager CRM
Premium
Details
Try it
Facebook Lead Ads + Sage Sales Management + Filter by Zapier
Add contacts to ForceManager CRM from new Google Sheets rows
Details
Try it
Google Sheets + Sage Sales Management + Filter by Zapier
Create ForceManager accounts for new Shopify customers
Premium
Details
Try it
Shopify + Sage Sales Management + Filter by Zapier
Find accounts and create ForceManager CRM opportunities from new Microsoft Excel rows
Details
Try it
Microsoft Excel + Sage Sales Management
Add leads from new LinkedIn Ads Lead Gen Form responses to Sage Sales Management
Premium
Details
Try it
LinkedIn Ads + Sage Sales Management + Filter by Zapier

Add new ForceManager CRM contacts to Google Contacts

Details

Try it

Sage Sales Management + Google Contacts

Add new leads from Facebook Lead Ads to ForceManager CRM

Details

Try it

Facebook Lead Ads + Sage Sales Management + Filter by Zapier

Add contacts to ForceManager CRM from new Google Sheets rows

Details

Try it

Google Sheets + Sage Sales Management + Filter by Zapier

Create ForceManager accounts for new Shopify customers

Details

Try it

Shopify + Sage Sales Management + Filter by Zapier

Find accounts and create ForceManager CRM opportunities from new Microsoft Excel rows

Details

Try it

Microsoft Excel + Sage Sales Management

Add leads from new LinkedIn Ads Lead Gen Form responses to Sage Sales Management

Details

Try it

LinkedIn Ads + Sage Sales Management + Filter by Zapier

Add new leads from TikTok Lead Generation to Forcemanager as accounts

Details

Try it

TikTok Lead Generation + Sage Sales Management

Add new leads from TikTok Lead Generation to Forcemanager as accounts

Details

Try it

TikTok Lead Generation + Sage Sales Management

Share updates from ForceManager as funnel events to Facebook Conversions

Details

Try it

Sage Sales Management + Facebook Conversions

Add new leads from Facebook Lead Ads to Forcemanager as accounts

Details

Try it

Facebook Lead Ads + Sage Sales Management

Send funnel events to Facebook Conversions from ForceManager

Details

Try it

Sage Sales Management + Facebook Conversions

Create opportunities in ForceManager for new contacts added to a specific list in Brevo

Details

Try it

Brevo + Sage Sales Management

Add new leads from TikTok Lead Generation to Forcemanager as accounts
Details
Try it
TikTok Lead Generation + Sage Sales Management
Add new leads from TikTok Lead Generation to Forcemanager as accounts
Details
Try it
TikTok Lead Generation + Sage Sales Management
Share updates from ForceManager as funnel events to Facebook Conversions
Details
Try it
Sage Sales Management + Facebook Conversions
Add new leads from Facebook Lead Ads to Forcemanager as accounts
Premium
Details
Try it
Facebook Lead Ads + Sage Sales Management
Send funnel events to Facebook Conversions from ForceManager
Details
Try it
Sage Sales Management + Facebook Conversions
Create opportunities in ForceManager for new contacts added to a specific list in Brevo
Details
Try it
Brevo + Sage Sales Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Sales Order Updated
Triggers when a sales order is updated.
Trigger
Instant
Try It
Calendar Item Updated
Triggers when a calendar item is updated.
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Order
Triggers when a new sales order is created.
Trigger
Instant
Try It

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
- List
  Required
- Description in Spanish
  Required
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write

- Account ID
  Required
- Name
- Branch
- Owners
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Task or Event
  Required
- Contact
  Required
- Subject
  Required
- Owner
  Required
- Start Date
  Required
- End Date
  Required
- Start Hour
  Required
- End Hour
  Required
- Branch
  Required
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Activity Type
- Completed
Action
Write
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- Contact
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address Line 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Calendar Item ID
  Required
- Task or Event
- Contact
- Subject
- Owner
- Start Date
- End Date
- Start Hour
- End Hour
- Branch
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Activity Type
- Completed
Action
Write
- Opportunity ID
- Reference
- Owner
- Sales Probability
- Branch
- Status
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- List
  Required
- Field Name
  Required
- Field Value
  Required
Action
Search
- Help
Action
Search
- Help
Action
Search
- Help
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- Email or Phone
  Required
Action
Search
- External ID
  Required
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- List
  Required
- Field Name
  Required
- Field Value
  Required
- Description in Spanish
  Required
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Email or Phone
  Required
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- External ID
  Required
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write

Activity Updated
Triggers when an activity is updated.
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Calendar Item
Triggers when a new calendar item is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated.
Trigger
Instant
Try It
- Status
  Required
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- Reference
  Required
- Number
- Sales Forecast Date
- Owner
- Total
- Year
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account
  Required
- Type
  Required
- Owner
  Required
- Date
  Required
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read-only
- External ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account
- Name
- Branch
- Owners
- Type
- Segment
- Status
- Account Value Added Tax identification number
- Public
- Read-only Account
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Activity ID
  Required
- Account
- Type
- Owner
- Date
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
- External ID
Action
Write
- List
  Required
- Entity ID
  Required
- Description in Spanish
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write
- Sales Order ID
  Required
- Status
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- Reference
  Required
- Number
- Sales Forecast Date
- SalesRepId
- Total
- Year
Action
Write
- User ID
  Required
Action
Search
- Help
Action
Search
- Help
Action
Search
- Name, Email or Phone
  Required
Action
Search
- External ID
  Required
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- Opportunity Name
  Required
Action
Search
- Opportunity External Id
  Required
Action
Search
- Name, Email or Phone
  Required
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- External ID
  Required
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write
- Opportunity External Id
  Required
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write

For builders

Let your AI safely access Sage Sales Management

Go beyond Zap workflows. Install Zapier in your AI to call Sage Sales Management actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Sage Sales Management from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Entity
Create Sales Order

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Sage Sales Management actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Sage Sales Management connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "sage-sales-management", owner: "me" });

await zapier.runAction({
  app: 'sage-sales-management',
  action: 'create_entity',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Sage Sales Management Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Sage Sales Management

Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Sage Sales Management Integrations

Put Sage Sales Management to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Add new ForceManager CRM contacts to Google Contacts

Add new leads from Facebook Lead Ads to ForceManager CRM

Add contacts to ForceManager CRM from new Google Sheets rows

Create ForceManager accounts for new Shopify customers

Find accounts and create ForceManager CRM opportunities from new Microsoft Excel rows

Add leads from new LinkedIn Ads Lead Gen Form responses to Sage Sales Management

Add new ForceManager CRM contacts to Google Contacts

Add new leads from Facebook Lead Ads to ForceManager CRM

Add contacts to ForceManager CRM from new Google Sheets rows

Create ForceManager accounts for new Shopify customers

Find accounts and create ForceManager CRM opportunities from new Microsoft Excel rows

Add leads from new LinkedIn Ads Lead Gen Form responses to Sage Sales Management

Add new leads from TikTok Lead Generation to Forcemanager as accounts

Add new leads from TikTok Lead Generation to Forcemanager as accounts

Share updates from ForceManager as funnel events to Facebook Conversions

Add new leads from Facebook Lead Ads to Forcemanager as accounts

Send funnel events to Facebook Conversions from ForceManager

Create opportunities in ForceManager for new contacts added to a specific list in Brevo

Add new leads from TikTok Lead Generation to Forcemanager as accounts

Add new leads from TikTok Lead Generation to Forcemanager as accounts

Share updates from ForceManager as funnel events to Facebook Conversions

Add new leads from Facebook Lead Ads to Forcemanager as accounts

Send funnel events to Facebook Conversions from ForceManager

Create opportunities in ForceManager for new contacts added to a specific list in Brevo

Let your AI safely access Sage Sales Management

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Sage Sales Management Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Sage Sales Management Integrations

Popular Sage Sales Management Integrations

Connect Your App Accounts to Zapier