Leadinfo + Sage Intacct

Create new Sage Intacct contacts from new Leadinfo lead bots

Effortlessly manage your leads with this intuitive workflow between Leadinfo and Sage Intacct. Once a new lead is identified by Leadinfo, a corresponding contact is created within Sage Intacct, ensuring no lead is missed. This automation not only accelerates the lead management process but also helps to keep your contact database up-to-date. It's an effective solution for businesses seeking to streamline their lead tracking and management operations.

When this happens...
Lead Bot
Triggers when a Lead Bot is successfully submitted.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- LeadbotRequired
- ComponentRequired
Trigger
Instant
Try It
Share
Triggers when a company is manually shared in the Inbox
Trigger
Instant
Try It
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write

- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search

Find Invoice
Finds a invoice based on a search criteria.
Action
Search

Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Trigger
Instant
Try It
Trigger
Triggers when a configured trigger inside Leadinfo is matched
Trigger
Instant
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write
- Invoice Number
- Reference Number
- Customer IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

About Leadinfo

Identify B2B website visitors, simple and realtime. Free 14-day trial and no credit card required. Inbox with no complicated statistics, view your visitors as you view your e-mail.

Learn more

Related categories

Marketing

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

Related Zap Templates

Generate Sage Intacct contacts when new Leadinfo bots are activated

Leadinfo + Sage Intacct

Create new Sage Intacct contacts from new Leadinfo lead bots

Supported triggers and actions

Lead Bot

Share

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Lead Gen Form

Trigger

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Leadinfo

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates