Pipedrive + Sage Intacct

"create new Sage Intacct contacts from new organizations in Pipedrive"

Stay on top of your customer management with this handy workflow. Whenever you add a new organization in Pipedrive, it instantly creates a corresponding contact in Sage Intacct. This eliminates manual data entry and helps ensure your contact information is consistent across both platforms. Accelerate your sales process by keeping your CRM and accounting apps seamlessly connected.

Stay on top of your customer management with this handy workflow. Whenever you add a new organization in Pipedrive, it instantly creates a corresponding contact in Sage Intacct. This eliminates manual data entry and helps ensure your contact information is consistent across both platforms. Accelerate your sales process by keeping your CRM and accounting apps seamlessly connected.

  1. When this happens...
    PipedrivePipedrive
    New Organization

    Triggers when a new organization 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