Create new Sage Intacct contacts from new successful ClickFunnels Classic purchases
Maintain accurate financial records with this efficient workflow. When a sale is finalized in ClickFunnels Classic, this automation immediately transfers the details to Sage Intacct, registering it as a new contact. Eliminate the hassle of switching between systems or manually entering data, letting you focus on business growth.
Maintain accurate financial records with this efficient workflow. When a sale is finalized in ClickFunnels Classic, this automation immediately transfers the details to Sage Intacct, registering it as a new contact. Eliminate the hassle of switching between systems or manually entering data, letting you focus on business growth.
- When this happens...New Successful Purchase
Triggers when a successful Purchase is made in a Funnel.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Funnel
Funnel Step
Try ItListRequired
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