Sage Intacct + Salesforce

Create Sage Intacct contacts from new Salesforce outbound messages

Boost the efficacy of your Salesforce to Sage Intacct operations with this robust solution. Whenever a new outbound message crops up in Salesforce, it swiftly sets up a corresponding contact in Sage Intacct. This eliminates the hassle of manual data entry and prevents missed entries, offering seamless exchange between your preferred tools to consistently maintain an updated contact list.

Boost the efficacy of your Salesforce to Sage Intacct operations with this robust solution. Whenever a new outbound message crops up in Salesforce, it swiftly sets up a corresponding contact in Sage Intacct. This eliminates the hassle of manual data entry and prevents missed entries, offering seamless exchange between your preferred tools to consistently maintain an updated contact list.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    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

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • 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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