Create new Sage Intacct contacts from new ConvertFlow form/survey submissions
Boost your customer management process seamlessly with this streamlined workflow. When a new form or survey is submitted in ConvertFlow, it will immediately generate a new contact in Sage Intacct. This efficient process eliminates the need for manual data entry, ensuring all submissions are recorded accurately in your financial management system for optimal customer engagement and record keeping.
Boost your customer management process seamlessly with this streamlined workflow. When a new form or survey is submitted in ConvertFlow, it will immediately generate a new contact in Sage Intacct. This efficient process eliminates the need for manual data entry, ensuring all submissions are recorded accurately in your financial management system for optimal customer engagement and record keeping.
- When this happens...Contact Created or Updated
Triggers when a contact is created or updated by a campaign. Includes event data.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps