Pipedrive + Sage Intacct

Create new Sage Intacct contacts for every new person in Pipedrive

Streamline your contact creation process with this Pipedrive to Sage Intacct workflow. Whenever a new person is added in Pipedrive, their details are instantly captured and a new contact is created in Sage Intacct. This automation not only ensures consistency in data entry across your platforms but also frees you from manually entering the same information in multiple places, saving you precious time and effort.

Streamline your contact creation process with this Pipedrive to Sage Intacct workflow. Whenever a new person is added in Pipedrive, their details are instantly captured and a new contact is created in Sage Intacct. This automation not only ensures consistency in data entry across your platforms but also frees you from manually entering the same information in multiple places, saving you precious time and effort.

  1. When this happens...
    PipedrivePipedrive
    New Person

    Triggers when a new person 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

    • 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