ClickFunnels Classic + Sage Intacct

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.

  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

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