Pipedrive + Sage Intacct
Create new Sage Intacct contacts from matched deals in Pipedrive
Enhance your sales and accounting measures with this efficient workflow. As soon as a deal matches your set criteria in Pipedrive, a similar filter swiftly comes into play in Sage Intacct. This seamless integration keeps your records consistent across both platforms, reducing time invested in manual data entry and boosting data accuracy. Experience the convenience of cross-platform record coordination with this process.
Enhance your sales and accounting measures with this efficient workflow. As soon as a deal matches your set criteria in Pipedrive, a similar filter swiftly comes into play in Sage Intacct. This seamless integration keeps your records consistent across both platforms, reducing time invested in manual data entry and boosting data accuracy. Experience the convenience of cross-platform record coordination with this process.
- When this happens...
Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactTriggers when a new contact is created.
ActionWriteCreate a new record or update an existing record in your app.
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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 Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planVendor 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 foundContact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Taxable
Tax ID
Contact Tax Group Name
Active
Primary Phone Number
Secondary Phone Number
Cellular Phone Number
Pager Number
Fax Number
Primary Email Address
Secondary Email Address
Primary URL
Secondary URL
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Reference Number
Customer IDRequired
Due Date
Payment Term
Create Draft
GL Account Number
AR Account Label
Offset GL Account Number
Transaction AmountRequired
Location ID
Allocation ID
Customer ID
Class ID
Contract ID
Department ID
Employee ID
Vendor ID
Warehouse ID
Project ID
Item ID
Memo
Rev Rec Template ID
Deferred Revenue GL Account Number
Rev Rec End Date
Rev Rec Start Date
Total Due
Total Paid
External ID
Description
Bill To Contact
Ship To Contact
Summary Record No
Attachments ID
Base Currency Code
Transaction Currency Code
Exchange Rate Date
Exchange Rate Type
Exchange Rate Value
Transaction Date
GL Posting Date
Post to GL?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Pipedrive
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Create Pipedrive deals from new Sage Intacct invoices by adding products to them
- Create new Sage Intacct contacts whenever Pipedrive deal stages get updated
- Create new contacts in Sage Intacct for every new person in Pipedrive
- Find Sage Intacct customers whenever new persons are added in Pipedrive
- Find customers in Sage Intacct for updated deal stages in Pipedrive
- Create new Sage Intacct contacts from updated Pipedrive persons matching filter
- Create contacts in Sage Intacct when deal stages are updated in Pipedrive
- Create new Sage Intacct contacts for every new person in Pipedrive
- Create new Sage Intacct contacts from new leads in Pipedrive
- Create Sage Intacct contacts from new Pipedrive leads
- Create new contacts in Sage Intacct when new people are added in Pipedrive
- Create new Sage Intacct contacts from updated persons in Pipedrive
- Create contacts in Sage Intacct for updated deal stages in Pipedrive
- Update Sage Intacct contacts when deal stages are updated in Pipedrive
- Create contacts in Sage Intacct for new people in Pipedrive
- "create new contacts in Sage Intacct from updated persons in Pipedrive"
- Create new Sage Intacct contacts from matching deal filters in Pipedrive
- Create contacts in Sage Intacct from new people in Pipedrive
- Create new Sage Intacct contacts from new Pipedrive deals
- "create new Sage Intacct contacts from new organizations in Pipedrive"
- Create new Sage Intacct contacts from new Pipedrive people
- Create new Sage Intacct contacts from matched persons in Pipedrive instantly
- Create new contacts in Sage Intacct for every new organization in Pipedrive
- Create new Sage Intacct contacts from new Pipedrive leads
- Create new Sage Intacct contacts for every new deal in Pipedrive
- "filter and create new Pipedrive persons as contacts in Sage Intacct"
- Create new Sage Intacct contacts from new Pipedrive leads
- Create Sage Intacct contacts from new Pipedrive leads
- Create new Sage Intacct contacts from new Pipedrive deals
- Create new Sage Intacct contacts from new Pipedrive persons
- Create Sage Intacct contacts from new deal matching filters in Pipedrive
- Update Sage Intacct contacts whenever a person is updated in Pipedrive
- Create new Sage Intacct contacts when new persons are added in Pipedrive
- Create new contacts in Sage Intacct from new deals in Pipedrive
- Create new Sage Intacct contacts from updated Pipedrive deal stages
- Create new Sage Intacct contacts from new people in Pipedrive
- Create new Sage Intacct contacts for new Pipedrive persons
- Create Sage Intacct contacts from new Pipedrive deal matching filters
- "create new Sage Intacct contacts from matched deals in Pipedrive"
- Create contacts in Sage Intacct from new matching deal filters in Pipedrive
- Create new Sage Intacct contacts from new persons in Pipedrive
- Create new contacts in Sage Intacct when persons matching filter criteria are found in Pipedrive
- Create contacts in Sage Intacct for new deals in Pipedrive
Related Zap Templates
- Create Pipedrive deals from new Sage Intacct invoices by adding products to them
- Find Sage Intacct customers whenever new persons are added in Pipedrive
- Create contacts in Sage Intacct when deal stages are updated in Pipedrive
- Create Sage Intacct contacts from new Pipedrive leads
- Create contacts in Sage Intacct for updated deal stages in Pipedrive
- "create new contacts in Sage Intacct from updated persons in Pipedrive"
- Create new Sage Intacct contacts from new Pipedrive deals
- Create new Sage Intacct contacts from matched persons in Pipedrive instantly
- Create new Sage Intacct contacts for every new deal in Pipedrive
- Create Sage Intacct contacts from new Pipedrive leads
- Create Sage Intacct contacts from new deal matching filters in Pipedrive
- Create new contacts in Sage Intacct from new deals in Pipedrive
- Create new Sage Intacct contacts for new Pipedrive persons
- Create contacts in Sage Intacct from new matching deal filters in Pipedrive
- Create contacts in Sage Intacct for new deals in Pipedrive
- Create new Sage Intacct contacts whenever Pipedrive deal stages get updated
- Find customers in Sage Intacct for updated deal stages in Pipedrive
- Create new Sage Intacct contacts for every new person in Pipedrive
- Create new contacts in Sage Intacct when new people are added in Pipedrive
- Update Sage Intacct contacts when deal stages are updated in Pipedrive
- Create new Sage Intacct contacts from matching deal filters in Pipedrive
- "create new Sage Intacct contacts from new organizations in Pipedrive"
- Create new contacts in Sage Intacct for every new organization in Pipedrive
- "filter and create new Pipedrive persons as contacts in Sage Intacct"
- Create new Sage Intacct contacts from new Pipedrive deals
- Update Sage Intacct contacts whenever a person is updated in Pipedrive
- Create new Sage Intacct contacts from updated Pipedrive deal stages
- Create Sage Intacct contacts from new Pipedrive deal matching filters
- Create new Sage Intacct contacts from new persons in Pipedrive
- Create new contacts in Sage Intacct for every new person in Pipedrive
- Create new Sage Intacct contacts from updated Pipedrive persons matching filter
- Create new Sage Intacct contacts from new leads in Pipedrive
- Create new Sage Intacct contacts from updated persons in Pipedrive
- Create contacts in Sage Intacct for new people in Pipedrive
- Create contacts in Sage Intacct from new people in Pipedrive
- Create new Sage Intacct contacts from new Pipedrive people
- Create new Sage Intacct contacts from new Pipedrive leads
- Create new Sage Intacct contacts from new Pipedrive leads
- Create new Sage Intacct contacts from new Pipedrive persons
- Create new Sage Intacct contacts when new persons are added in Pipedrive
- Create new Sage Intacct contacts from new people in Pipedrive
- "create new Sage Intacct contacts from matched deals in Pipedrive"
- Create new contacts in Sage Intacct when persons matching filter criteria are found in Pipedrive