Pipedrive + Sage Intacct

Create new Sage Intacct contacts from new Pipedrive persons

Elevate your customer relation workflow by seamlessly integrating Pipedrive and Sage Intacct. With this automation, a new person added in Pipedrive instantly generates a new contact in Sage Intacct. Say goodbye to the manual work of data transferring and stay focused on expanding your network.

Elevate your customer relation workflow by seamlessly integrating Pipedrive and Sage Intacct. With this automation, a new person added in Pipedrive instantly generates a new contact in Sage Intacct. Say goodbye to the manual work of data transferring and stay focused on expanding your network.

  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