Sage Intacct + Salesforce

Create new Sage Intacct contacts from updated Salesforce records

Stay up-to-date with your record updates in Salesforce without having to manually create contacts in Sage Intacct. With this workflow, anytime a record field is updated in Salesforce, a corresponding contact will be created in Sage Intacct. Eliminate the tedious task of duplicate entry, saving time, and enhancing data consistency across both platforms. Keep your data streamlined and accurate effortlessly.

Stay up-to-date with your record updates in Salesforce without having to manually create contacts in Sage Intacct. With this workflow, anytime a record field is updated in Salesforce, a corresponding contact will be created in Sage Intacct. Eliminate the tedious task of duplicate entry, saving time, and enhancing data consistency across both platforms. Keep your data streamlined and accurate effortlessly.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    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

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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