Perspective + Sage Intacct
Create new Sage Intacct contacts for completed Perspective funnels
Streamline your contact management with this efficient workflow. As soon as a visitor completes a funnel in Perspective, this process swiftly initiates the creation of a new contact record in Sage Intacct. It helps keep your information current, simplifies your lead conversion procedure, and saves you time to focus on business growth. With this system, experience an efficient, organized way of handling new contacts.
Streamline your contact management with this efficient workflow. As soon as a visitor completes a funnel in Perspective, this process swiftly initiates the creation of a new contact record in Sage Intacct. It helps keep your information current, simplifies your lead conversion procedure, and saves you time to focus on business growth. With this system, experience an efficient, organized way of handling new contacts.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of a funnel.
- automatically do this!Create Contact
Triggers when a new contact is created.
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FunnelRequired
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
