Pipedrive + Sage Intacct

Create new Sage Intacct contacts from updated Pipedrive persons matching filter

Stay ahead of your contact management by utilizing this workflow. Whenever there's a match found in Pipedrive, a new contact gets created instantly in Sage Intacct. This way, you'll ensure all your important contact information is always up-to-date and centralized, making it easier for you to focus on what truly matters - building relationships.

Stay ahead of your contact management by utilizing this workflow. Whenever there's a match found in Pipedrive, a new contact gets created instantly in Sage Intacct. This way, you'll ensure all your important contact information is always up-to-date and centralized, making it easier for you to focus on what truly matters - building relationships.

  1. When this happens...
    PipedrivePipedrive
    Person Matching Filter

    Triggers when a person newly matches a Pipedrive filter for the first time.

    TriggerPolling
  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

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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