Perspective + Sage Intacct
Create new Sage Intacct contacts when visitors complete funnels in Perspective
Save time and stay organized when dealing with potential clients with this Perspective and Sage Intacct integration. Once set up, this streamlined process ensures that each time a visitor completes a funnel in Perspective, a corresponding contact is created in Sage Intacct. With this setup, you can confidently maintain an accurate and up-to-date database, reducing the risk of oversight and the need for manual data entry.
Save time and stay organized when dealing with potential clients with this Perspective and Sage Intacct integration. Once set up, this streamlined process ensures that each time a visitor completes a funnel in Perspective, a corresponding contact is created in Sage Intacct. With this setup, you can confidently maintain an accurate and up-to-date database, reducing the risk of oversight and the need for manual data entry.
- 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
