ClickFunnels Classic + Sage Intacct

Create new Sage Intacct contacts from new contact activity in ClickFunnels Classic

When a new interaction occurs with a contact in your ClickFunnels Classic, streamline your workflow by instantaneously creating that contact in your Sage Intacct. This automation will save you time from back-and-forth data entry and ensure a consistent update across both your CRM and accounting software. Experience organized contact coordination like never before.

When a new interaction occurs with a contact in your ClickFunnels Classic, streamline your workflow by instantaneously creating that contact in your Sage Intacct. This automation will save you time from back-and-forth data entry and ensure a consistent update across both your CRM and accounting software. Experience organized contact coordination like never before.

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

    Triggers when Contact activity record is created.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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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

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  • 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