ActiveCampaign + Sage Intacct

Find new customers in Sage Intacct when new contacts are added to list in ActiveCampaign

Simplify your contact management with this efficient workflow. When a new contact is added to a list in ActiveCampaign, it instantly searches for the corresponding customer details in your Sage Intacct system. It’s a clever solution that ensures all your customer data in Sage Intacct stays accurate, without needing to manually transfer information from ActiveCampaign. Clear, reliable and designed to save you time.

Simplify your contact management with this efficient workflow. When a new contact is added to a list in ActiveCampaign, it instantly searches for the corresponding customer details in your Sage Intacct system. It’s a clever solution that ensures all your customer data in Sage Intacct stays accurate, without needing to manually transfer information from ActiveCampaign. Clear, reliable and designed to save you time.

  1. When this happens!
    ActiveCampaignActiveCampaign
    Contact Added to List

    Triggers whenever a contact is added to a list.

    TriggerInstant
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Supported triggers and actions

    • Custom ObjectRequired

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  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

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    • ListRequired

    Trigger
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    • ListRequired

    Trigger
    Instant
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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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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.

Related categories

  • Accounting