Sage Intacct + Wishpond
Discover and manage new Wishpond leads by finding corresponding customers in Sage Intacct
When a new lead comes in through Wishpond, ensure you can locate and manage them effectively in the Sage Intacct app. With this workflow, whenever there's a new lead in Wishpond, it initiates the Find Customer process in Sage Intacct. This helps to streamline your CRM and accounting tasks, reducing time spent on manual data entry and enabling faster responses to leads.
When a new lead comes in through Wishpond, ensure you can locate and manage them effectively in the Sage Intacct app. With this workflow, whenever there's a new lead in Wishpond, it initiates the Find Customer process in Sage Intacct. This helps to streamline your CRM and accounting tasks, reducing time spent on manual data entry and enabling faster responses to leads.
- When this happens!New Lead
Triggers when a new lead is created.
- Free forever for core features
- 14 day trial for premium features & apps
