Create new Sage Intacct contacts from new activity in ClickFunnels Classic
Experience smooth contact management by connecting ClickFunnels Classic and Sage Intacct. This workflow kicks in as soon as new contact activity is noted in ClickFunnels Classic, it then creates a corresponding contact in Sage Intacct. Streamline your processes, save time, and ensure all customer information is captured accurately and instantly. Harness the power of this workflow to make your sales and accounting teams more productive.
Experience smooth contact management by connecting ClickFunnels Classic and Sage Intacct. This workflow kicks in as soon as new contact activity is noted in ClickFunnels Classic, it then creates a corresponding contact in Sage Intacct. Streamline your processes, save time, and ensure all customer information is captured accurately and instantly. Harness the power of this workflow to make your sales and accounting teams more productive.
- When this happens...New Contact Activity
Triggers when Contact activity record is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps
Funnel
Funnel Step
Try ItListRequired
EmailRequired
FunnelRequired
Funnel StepRequired
PageRequired
EmailRequired
ListRequired
EmailRequired