Pipedrive + Sage Intacct

"create new Sage Intacct contacts from matched deals in Pipedrive"

Enhance your sales and accounting processes seamlessly with this Pipedrive and Sage Intacct integration. When a deal meets specific criteria in Pipedrive, this workflow initiates a Deal Matching Filter event in Sage Intacct. This ensures that essential data remains consistent and available in both platforms, boosting your overall operational effectiveness.

Enhance your sales and accounting processes seamlessly with this Pipedrive and Sage Intacct integration. When a deal meets specific criteria in Pipedrive, this workflow initiates a Deal Matching Filter event in Sage Intacct. This ensures that essential data remains consistent and available in both platforms, boosting your overall operational effectiveness.

  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