LinkedIn Ads + Sage Intacct

Create new Sage Intacct contacts from new LinkedIn Ads lead gen form responses

Whenever there is a new Lead Gen form response in LinkedIn Ads, this workflow seamlessly creates a new contact within Sage Intacct. This ensures that all your potential business connections from LinkedIn are efficiently catalogued in your Sage Intacct system, delivering seamless contact management while saving your time. Ideal for businesses leveraging LinkedIn Ads, this workflow simplifies the process of migrating promising leads to Sage Intacct's contact database.

When this happens...
New Lead Gen Form Response (Organic Content)
Triggers when you receive a new form response tied to a Company Page, Product Page, or Event.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- Lead TypeRequired
- Retrieve Creative Details
- Retrieve Campaign Details
- Conversions Information
Trigger
Instant
Try It
- AccountRequired
- AudienceRequired
- Company Name
- Website Domain
- Email Domain
- LinkedIn Page URL
- Stock Symbol
- Industries
- City
- State
- Country
- Postal Code
Action
Write
- AccountRequired
- Audience TypeRequired
- NameRequired
- Description
Action
Write
- AccountRequired
- PivotsRequired
- MetricsRequired
- Start DateRequired
- End Date
- Time Granularity
Action
Write
- 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

- adAccountRequired
- Lead Form
- Retrieve Creative Details
- Retrieve Campaign Details
- Conversions Information
Trigger
Instant
Try It
- AccountRequired
- AudienceRequired
- Email Address
- First Name
- Last Name
- Title
- Company
- Country
- Google Advertising ID
Action
Write
- AccountRequired
- AudienceRequired
- Email AddressRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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 LinkedIn Ads

LinkedIn Ads allows marketers to collect even more quality leads from their ads and events on LinkedIn with seamless pre-filled forms.

Learn more

Related categories

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

LinkedIn Ads + Sage Intacct

Create new Sage Intacct contacts from new LinkedIn Ads lead gen form responses

Supported triggers and actions

New Lead Gen Form Response (Organic Content)

Add Company to Audience

Create Audience

Create Report

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Lead Gen Form Response (Sponsored content)

Add Contact to Audience

Remove Email from Audience

API Request (Beta)

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About LinkedIn Ads

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates