Pipedrive + Sage Intacct

Update Sage Intacct contacts whenever a person is updated in Pipedrive

Ensure your records are always up-to-date with this handy workflow. When a person's details are updated in Pipedrive, this workflow instantly creates a new contact in Sage Intacct. This process eliminates the need for time-consuming manual data entry, keeping your customer and contact information aligned in both apps efficiently and effectively. Valuable for businesses that strive for data consistency and seek to enhance their productivity.

Ensure your records are always up-to-date with this handy workflow. When a person's details are updated in Pipedrive, this workflow instantly creates a new contact in Sage Intacct. This process eliminates the need for time-consuming manual data entry, keeping your customer and contact information aligned in both apps efficiently and effectively. Valuable for businesses that strive for data consistency and seek to enhance their productivity.

  1. When this happens...
    PipedrivePipedrive
    Updated Person

    Triggers when an existing person is updated.

    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
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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