HelloLeads + Sage Intacct
Create Sage Intacct contacts from new HelloLeads leads
Save time and streamline your workflow with this automation. When you capture new leads in HelloLeads, this workflow immediately creates a contact in Sage Intacct. That way, you can keep track of your potential customers without having to manually enter data from one platform to another. This simple but powerful setup allows you to focus more on nurturing your leads and driving your business growth.
Save time and streamline your workflow with this automation. When you capture new leads in HelloLeads, this workflow immediately creates a contact in Sage Intacct. That way, you can keep track of your potential customers without having to manually enter data from one platform to another. This simple but powerful setup allows you to focus more on nurturing your leads and driving your business growth.
- When this happens...New Leads
Triggers when new lead is added into HelloLeads.
- automatically do this!Create Contact
Triggers when a new contact is created.
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When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
Try ItFirst NameRequired
Last Name
ListRequired
Email AddressRequired
Mobile NoRequired
Designation
Company
Direct number
Alternate Number
Office number
Address Line 1
Address Line 2
City
State
Zip
Country
Website
Notes
Interests
Potential
Deal Size
Customer group
Tags
State
Try ItStatus
Try It
New Leads
Triggers when new lead is added into HelloLeads.
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
