Pipedrive + Sage Intacct

Create new Sage Intacct contacts from updated Pipedrive deal stages

Keep your sales and financial data in sync seamlessly when deal stages are updated in Pipedrive, prompting adjustments within Sage Intacct. This workflow keeps your information up-to-date in real-time, thereby minimizing manual errors and saving significant time in your processes. By establishing this automated link between your sales journey in Pipedrive and your financial management in Sage Intacct, you maintain a consistent and efficient system.

Keep your sales and financial data in sync seamlessly when deal stages are updated in Pipedrive, prompting adjustments within Sage Intacct. This workflow keeps your information up-to-date in real-time, thereby minimizing manual errors and saving significant time in your processes. By establishing this automated link between your sales journey in Pipedrive and your financial management in Sage Intacct, you maintain a consistent and efficient system.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage 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
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