Pipedrive + Sage Intacct
Find customers in Sage Intacct for updated deal stages in Pipedrive
Improve your workflow by linking Pipedrive's Updated Deal Stage function with Sage Intacct's Find Customer feature. This streamlined process assists you in instantly finding and pulling up customer details in Sage Intacct each time a deal's stage is updated in Pipedrive. Saving you time and eliminating manual data inquiring, this workflow enhancement strengthens connection between your sales and customer management systems.
Improve your workflow by linking Pipedrive's Updated Deal Stage function with Sage Intacct's Find Customer feature. This streamlined process assists you in instantly finding and pulling up customer details in Sage Intacct each time a deal's stage is updated in Pipedrive. Saving you time and eliminating manual data inquiring, this workflow enhancement strengthens connection between your sales and customer management systems.
- When this happens!
Updated Deal StageTriggers when a deal's stage is updated.
TriggerInstantThis event starts a Zap instantly.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization
Deal
Lead
Project
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
ProjectRequired
Done
TitleRequired
Description
Due Date
Parent Task
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Pipedrive
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Add new Unbounce form submissions to Pipedrive as deals
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Create Pipedrive deals for new leads in Google Ads
- Add new Pipedrive people to Mailchimp as subscribers
- Add new Pipedrive people to Google Ads Custom Lists
- Create persons on Pipedrive with new Perspective leads information
- Send funnel events to Facebook Conversions from Pipedrive
- Add new Pipedrive deals to Google Sheets rows
- Create Pipedrive deals from new Facebook Lead Ads leads
- Send Offline Conversion to Google Ads for Updated Deal Stage in Pipedrive
- Send messages to chats in TimelinesAI with new updates to deal stages in Pipedrive
- Create Pipedrive deals from new invitees in Calendly
- Add new Pipedrive contacts as Brevo subscribers
- Add offline conversions in Google Ads for new Pipedrive deals
- Add new Pipedrive people to Google Ads Customer Lists
- Add new leads from Facebook Lead Ads to Pipedrive
- Send Slack messages for new Pipedrive deals
- Create offline conversions in Google Ads with updated Pipedrive deals
- Add new Webflow form submissions as Pipedrive leads
- Add new Typeform entries to Pipedrive as deals
- Create Pipedrive deals from new Gravity Forms submissions
- Add new Purchased Barks to Pipedrive
- Add new Pipedrive deals reaching certain stages to Google Sheets rows
- Create Pipedrive deals with new incoming emails
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Share new updates from Pipedrive as funnel events to Facebook Conversions
- Create Pipedrive deals for new form submissions in Webflow
- Create Pipedrive deal for new Calendly event invitees
- Add or update Pipedrive people for new Calendly invitees
- Send messages to new chats in TimelinesAI for new Pipedrive leads
- Create new Pipedrive notes from new ai summaries in Fathom
- Create Wave customers from new Pipedrive deals
- Add new Pipedrive deals to Excel spreadsheets
- Send Offline Conversion to Google Ads for New Deal in Pipedrive
- Add new Calendly invitees as Pipedrive leads
- Create Pipedrive deals from new Squarespace Forms form submissions
- Update Pipedrive deals when new PandaDoc documents are completed
- Create Pipedrive leads from new inbound emails in Email by Zapier
- Add new Pipedrive activities to Todoist as tasks
- Post messages to Slack channels when new deals are added to a stage on Pipedrive
- Create Pipedrive leads from new form submissions in Squarespace Forms
- Create Pipefy cards for new Pipedrive deals added to stages
- Send Offline Conversion to Google Ads for New Lead in Pipedrive
- Create Pipedrive leads from new form submissions in Leadpages
- Add new Facebook Lead Ads leads as Pipedrive leads
- Add contacts to a Google Ads customer list for new persons on Pipedrive
- Add new Pipedrive leads to Google Ads customer list as contacts with email
- Update opportunity statuses in Ramsey Pro Portal for new updated deals in Pipedrive
- Add contacts to a Google Ads customer list for new deals on Pipedrive
- Add new companies from Crunchbase saved search to Pipedrive
- Create Trello cards when new Pipedrive deals are added to a stage
- Update opportunity statuses in Ramsey Pro Portal for newly-updated deal stages in Pipedrive
- Add new persons in Pipedrive to Mailchimp
- Add new Pipedrive activities to Pipedrive deals reaching certain stages
- Add new Pipedrive contacts to Google Contacts
- Create Pipedrive people for new invitee created events in Calendly
- Create Pipedrive activities every month
- Create deals in Pipedrive with newly-caught webhooks
- Create Pipedrive deals for new emails on Gmail
- Create Google Ads conversions from new Pipedrive leads
- Create Pipedrive deals from new Google Forms responses
- Create Pipedrive deals from new emails parsed by mailparser.io
- Add new Pipedrive activities to Asana as tasks
- Create Pipedrive leads from new HubSpot form submissions
- Create Pipedrive deals from new WooCommerce orders
- Add new Pipedrive persons to Mailchimp
- Add new Leadpages form submissions as Pipedrive deals
- Add new Mailchimp subscribers to Pipedrive as deals
- Add new Pipedrive people to Campaign Monitor as subscribers
- Add new Pipedrive leads as Klaviyo subscribers
- Add new Pipedrive deals to existing Google Sheets rows
- Create deals for new person records in Pipedrive
- Create Pipedrive deals from new Quotient quotes
- Send Slack messages for new Pipedrive leads
- Create Pipedrive Persons from new TikTok Lead Generations leads
- Create Pipedrive deals from newly-updated rows on Google Sheets
- Add new Mailchimp subscribers to Pipedrive as people
- Create new Pipedrive deals from new Facebook Lead Ads leads
- Create Pipedrive leads from new Gravity Forms submissions
- Create Pipedrive persons for new Apollo contacts
- Create Xero invoices when new Pipedrive deals reach certain stages
- Send Slack channel messages for new updated deals stages in Pipedrive
- Create tasks in Sunsama for new activities in Pipedrive
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Create deals on Pipedrive for new submissions on Ninja Forms
- Save new rows in Google Sheets as deals in Pipedrive
- Update Pipedrive deals when new Stripe payments are received
- Add new Bind ERP prospects to Pipedrive as people
- Create ClickUp tasks from new Pipedrive leads
- Find or create Pipedrive organizations when new companies are added to Crunchbase lists
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Create leads in Pipedrive with new leads in Curb Hero
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Create new Pipedrive leads from new WhatConverts leads
- Create Pipedrive deals with new emails parsed by Zapier Email Parser
- Add Pipedrive leads from new Google Sheets rows
- Add contacts to a Google Ads customer list for new matching filters on Pipedrive
- Create Pipedrive persons from new Jotform submissions
- Add new Pipedrive deals to Google Ads customer list as contacts
Related Zap Templates
- Add new Unbounce form submissions to Pipedrive as deals
- Add new Pipedrive people to Mailchimp as subscribers
- Send funnel events to Facebook Conversions from Pipedrive
- Send Offline Conversion to Google Ads for Updated Deal Stage in Pipedrive
- Add new Pipedrive contacts as Brevo subscribers
- Add new leads from Facebook Lead Ads to Pipedrive
- Add new Webflow form submissions as Pipedrive leads
- Add new Purchased Barks to Pipedrive
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Create Pipedrive deal for new Calendly event invitees
- Create new Pipedrive notes from new ai summaries in Fathom
- Send Offline Conversion to Google Ads for New Deal in Pipedrive
- Update Pipedrive deals when new PandaDoc documents are completed
- Post messages to Slack channels when new deals are added to a stage on Pipedrive
- Send Offline Conversion to Google Ads for New Lead in Pipedrive
- Add contacts to a Google Ads customer list for new persons on Pipedrive
- Add contacts to a Google Ads customer list for new deals on Pipedrive
- Update opportunity statuses in Ramsey Pro Portal for newly-updated deal stages in Pipedrive
- Add new Pipedrive contacts to Google Contacts
- Create deals in Pipedrive with newly-caught webhooks
- Create Pipedrive deals from new Google Forms responses
- Create Pipedrive leads from new HubSpot form submissions
- Add new Leadpages form submissions as Pipedrive deals
- Add new Pipedrive leads as Klaviyo subscribers
- Create Pipedrive deals from new Quotient quotes
- Create Pipedrive deals from newly-updated rows on Google Sheets
- Create Pipedrive leads from new Gravity Forms submissions
- Send Slack channel messages for new updated deals stages in Pipedrive
- Create deals on Pipedrive for new submissions on Ninja Forms
- Add new Bind ERP prospects to Pipedrive as people
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Add Pipedrive leads from new Google Sheets rows
- Add new Pipedrive deals to Google Ads customer list as contacts
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Add new Pipedrive people to Google Ads Custom Lists
- Add new Pipedrive deals to Google Sheets rows
- Send messages to chats in TimelinesAI with new updates to deal stages in Pipedrive
- Add offline conversions in Google Ads for new Pipedrive deals
- Send Slack messages for new Pipedrive deals
- Add new Typeform entries to Pipedrive as deals
- Add new Pipedrive deals reaching certain stages to Google Sheets rows
- Share new updates from Pipedrive as funnel events to Facebook Conversions
- Add or update Pipedrive people for new Calendly invitees
- Create Wave customers from new Pipedrive deals
- Add new Calendly invitees as Pipedrive leads
- Create Pipedrive leads from new inbound emails in Email by Zapier
- Create Pipedrive leads from new form submissions in Squarespace Forms
- Create Pipedrive leads from new form submissions in Leadpages
- Add new Pipedrive leads to Google Ads customer list as contacts with email
- Add new companies from Crunchbase saved search to Pipedrive
- Add new persons in Pipedrive to Mailchimp
- Create Pipedrive people for new invitee created events in Calendly
- Create Pipedrive deals for new emails on Gmail
- Create Pipedrive deals from new emails parsed by mailparser.io
- Create Pipedrive deals from new WooCommerce orders
- Add new Mailchimp subscribers to Pipedrive as deals
- Add new Pipedrive deals to existing Google Sheets rows
- Send Slack messages for new Pipedrive leads
- Add new Mailchimp subscribers to Pipedrive as people
- Create Pipedrive persons for new Apollo contacts
- Create tasks in Sunsama for new activities in Pipedrive
- Save new rows in Google Sheets as deals in Pipedrive
- Create ClickUp tasks from new Pipedrive leads
- Create leads in Pipedrive with new leads in Curb Hero
- Create new Pipedrive leads from new WhatConverts leads
- Add contacts to a Google Ads customer list for new matching filters on Pipedrive
- Create Pipedrive deals for new leads in Google Ads
- Create persons on Pipedrive with new Perspective leads information
- Create Pipedrive deals from new Facebook Lead Ads leads
- Create Pipedrive deals from new invitees in Calendly
- Add new Pipedrive people to Google Ads Customer Lists
- Create offline conversions in Google Ads with updated Pipedrive deals
- Create Pipedrive deals from new Gravity Forms submissions
- Create Pipedrive deals with new incoming emails
- Create Pipedrive deals for new form submissions in Webflow
- Send messages to new chats in TimelinesAI for new Pipedrive leads
- Add new Pipedrive deals to Excel spreadsheets
- Create Pipedrive deals from new Squarespace Forms form submissions
- Add new Pipedrive activities to Todoist as tasks
- Create Pipefy cards for new Pipedrive deals added to stages
- Add new Facebook Lead Ads leads as Pipedrive leads
- Update opportunity statuses in Ramsey Pro Portal for new updated deals in Pipedrive
- Create Trello cards when new Pipedrive deals are added to a stage
- Add new Pipedrive activities to Pipedrive deals reaching certain stages
- Create Pipedrive activities every month
- Create Google Ads conversions from new Pipedrive leads
- Add new Pipedrive activities to Asana as tasks
- Add new Pipedrive persons to Mailchimp
- Add new Pipedrive people to Campaign Monitor as subscribers
- Create deals for new person records in Pipedrive
- Create Pipedrive Persons from new TikTok Lead Generations leads
- Create new Pipedrive deals from new Facebook Lead Ads leads
- Create Xero invoices when new Pipedrive deals reach certain stages
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Update Pipedrive deals when new Stripe payments are received
- Find or create Pipedrive organizations when new companies are added to Crunchbase lists
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Create Pipedrive deals with new emails parsed by Zapier Email Parser
- Create Pipedrive persons from new Jotform submissions