Popl + Sage Intacct
Create new Sage Intacct contacts from new leads in your individual Popl account
Stay ahead of your competition by swiftly converting leads into clients. With this workflow, once you get a new lead in your Popl Individual Account, it will create a new contact in your Sage Intacct system instantly. This process helps streamline your sales pipeline, reduces data entry tasks, and accelerates the client acquisition process. Enjoy an efficient communication process while enhancing your business growth.
Stay ahead of your competition by swiftly converting leads into clients. With this workflow, once you get a new lead in your Popl Individual Account, it will create a new contact in your Sage Intacct system instantly. This process helps streamline your sales pipeline, reduces data entry tasks, and accelerates the client acquisition process. Enjoy an efficient communication process while enhancing your business growth.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Contact
Triggers when a new contact is created.
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Lead TypeRequired
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
Lead TypeRequired
Try ItState
Try ItStatus
Try ItContact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Taxable
Tax ID
Contact Tax Group Name
Active
Primary Phone Number
Secondary Phone Number
Cellular Phone Number
Pager Number
Fax Number
Primary Email Address
Secondary Email Address
Primary URL
Secondary URL
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country