ClickFunnels Classic + Sage Intacct

Manage new ClickFunnels Classic contact activity by creating contacts in Sage Intacct

Start organizing your contacts effortlessly with this workflow. Whenever there's fresh contact activity in ClickFunnels Classic, it prompts a new contact creation in your Sage Intacct. It's a reliable way to keep your contact data up-to-date and unified across your business platforms. This workflow trims manual data entry from your roster, leaving you more time to focus on other essential tasks.

Start organizing your contacts effortlessly with this workflow. Whenever there's fresh contact activity in ClickFunnels Classic, it prompts a new contact creation in your Sage Intacct. It's a reliable way to keep your contact data up-to-date and unified across your business platforms. This workflow trims manual data entry from your roster, leaving you more time to focus on other essential tasks.

  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