Pipedrive + Sage Intacct

Create Sage Intacct contacts from new Pipedrive deal matching filters

When a new deal matches your specified filter in Pipedrive, this workflow ensures it's easy to keep track of important contacts by instantly creating a related contact in Sage Intacct. It's a seamless way to ensure your sales and accounting teams stay aligned, saving you manual entry time and reducing the risk of errors. Experience smoother deal management with this Pipedrive to Sage Intacct workflow.

When a new deal matches your specified filter in Pipedrive, this workflow ensures it's easy to keep track of important contacts by instantly creating a related contact in Sage Intacct. It's a seamless way to ensure your sales and accounting teams stay aligned, saving you manual entry time and reducing the risk of errors. Experience smoother deal management with this Pipedrive to Sage Intacct workflow.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  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