ClickFunnels Classic + Sage Intacct

Track new ClickFunnels Classic contact activity by finding customers in Sage Intacct

When new contact activity occurs inside your ClickFunnels Classic, this workflow ensures that customer data is smoothly located in Sage Intacct. This reduces time in manually searching for the client details and enhances efficiency. Simplify your tasks with this reliable and effective automation.

When new contact activity occurs inside your ClickFunnels Classic, this workflow ensures that customer data is smoothly located in Sage Intacct. This reduces time in manually searching for the client details and enhances efficiency. Simplify your tasks with this reliable and effective automation.

  1. When this happens!
    ClickFunnels ClassicClickFunnels Classic
    New Contact Activity

    Triggers when Contact activity record is created.

    TriggerInstant
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Supported triggers and actions

    • Funnel

    • Funnel Step

    Trigger
    Instant
    Try It
    • ListRequired

    • EmailRequired

    Action
    Write
    • FunnelRequired

    • Funnel StepRequired

    • PageRequired

    • EmailRequired

    Action
    Write
    • ListRequired

    • EmailRequired

    Action
    Write
clickfunnels-classic logo
clickfunnels-classic logo

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.
Learn more

Related categories

  • Marketing Automation

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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