Pipedrive + Sage Intacct

Create contacts in Sage Intacct from new people in Pipedrive

Boost your efficiency with this streamlined workflow. Whenever a new person is added in Pipedrive, this workflow instantly creates a contact for them in Sage Intacct. Stay organized and save time by ensuring your contacts list always remains up-to-date across your business tools. No manual data entries needed, leaving you more time for important tasks.

Boost your efficiency with this streamlined workflow. Whenever a new person is added in Pipedrive, this workflow instantly creates a contact for them in Sage Intacct. Stay organized and save time by ensuring your contacts list always remains up-to-date across your business tools. No manual data entries needed, leaving you more time for important tasks.

  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.
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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