Pipedrive + Sage Intacct

Create new contacts in Sage Intacct from new deals in Pipedrive

Automate your sales and accounting processes seamlessly by connecting Pipedrive and Sage Intacct. When a new deal arises in your Pipedrive application, this workflow will promptly create a corresponding contact in your Sage Intacct system. This enables you to maintain consistent records, streamlines business operations, and offers a more efficient way to handle client information. Get ready to boost productivity and keep your contacts up-to-date.

Automate your sales and accounting processes seamlessly by connecting Pipedrive and Sage Intacct. When a new deal arises in your Pipedrive application, this workflow will promptly create a corresponding contact in your Sage Intacct system. This enables you to maintain consistent records, streamlines business operations, and offers a more efficient way to handle client information. Get ready to boost productivity and keep your contacts up-to-date.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal 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