Popl + Sage Intacct

Manage new Popl leads by finding corresponding customers in Sage Intacct

This workflow begins when you gain a new lead in your individual Popl account, instantly searching for the corresponding customer in Sage Intacct. Make your customer management more efficient and avoid manually searching for details each time. This streamlines your process, resulting in more time to focus on nurturing your leads and growing your business.

This workflow begins when you gain a new lead in your individual Popl account, instantly searching for the corresponding customer in Sage Intacct. Make your customer management more efficient and avoid manually searching for details each time. This streamlines your process, resulting in more time to focus on nurturing your leads and growing your business.

  1. When this happens!
    PoplPopl
    New Lead

    Triggers when you collect a new lead via Popl

    TriggerInstant
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Supported triggers and actions

popl logo
popl logo

About Popl

Popl is a digital business card platform that allows you to share contact info and capture leads.
Learn more

Related categories

  • Contact Management
sage-intacct logo
sage-intacct logo

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