Leadpages + Sage Intacct

Create new Sage Intacct contacts for new Leadpages form submissions

Easily manage your customer relations in real time with this streamlined workflow. When a new form submission occurs in Leadpages, a corresponding contact is instantly created in Sage Intacct. This efficient process eliminates manual data entry, ensuring all your contacts are up-to-date and organized, allowing you to focus more on nurturing those leads.

Easily manage your customer relations in real time with this streamlined workflow. When a new form submission occurs in Leadpages, a corresponding contact is instantly created in Sage Intacct. This efficient process eliminates manual data entry, ensuring all your contacts are up-to-date and organized, allowing you to focus more on nurturing those leads.

  1. When this happens...
    LeadpagesLeadpages
    New Form Submission

    Triggers when a visitor submits a form on a page.

    TriggerInstant
  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
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    • 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
    • Customer NameRequired

    • Active

    • One Time Use

    • First Name

    • Middle Name

    • Last Name

    • Primary Contact Name

    • Primary Phone Number

    • Mobile Phone Number

    • Pager

    • Fax

    • Primary Email Address

    • Secondary Email Address

    • URL

    • Currency

    • Address Line 1

    • Address Line 2

    • City

    • State/Province

    • ZIP/Postal Code

    • Country

    • Print As

    • Exclude from the company contact list

    Action
    Write
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About Leadpages

Leadpages lets you build beautiful, high-converting landing pages, sign-up forms, and other conversion assets.
Learn more

Related categories

  • Forms & Surveys

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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