HelloLeads + Sage Intacct

Create contacts in Sage Intacct from new leads in HelloLeads

Boost your efficiency with this streamlined process. When a new lead emerges in HelloLeads, it promptly initiates a contact creation in Sage Intacct. This erases the need for manual data entry, assuring a smooth transfer of essential business data between your platforms. Enjoy promptly updated contact details for heightened operational effectiveness.

Boost your efficiency with this streamlined process. When a new lead emerges in HelloLeads, it promptly initiates a contact creation in Sage Intacct. This erases the need for manual data entry, assuring a smooth transfer of essential business data between your platforms. Enjoy promptly updated contact details for heightened operational effectiveness.

  1. When this happens...
    HelloLeadsHelloLeads
    New Leads

    Triggers when new lead is added into HelloLeads.

    TriggerPolling
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
    • Vendor 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

    Action
    Write
helloleads logo
helloleads logo

About HelloLeads

HelloLeads offers sales CRM software to manage leads, improve customer relationships & more.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sage-intacct logo
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