Sage Intacct + Salesforce

Create new Sage Intacct contacts from new Salesforce records

Keep your Salesforce records and Sage Intacct contacts consistently updated with this workflow. Whenever a new Salesforce record appears, a corresponding contact is immediately generated in Sage Intacct. This automation process negates the need for manual data entry, promoting time efficiency and data consistency between your applications. Through this workflow, ensure your Salesforce and Sage Intacct data stays current and accurate.

Keep your Salesforce records and Sage Intacct contacts consistently updated with this workflow. Whenever a new Salesforce record appears, a corresponding contact is immediately generated in Sage Intacct. This automation process negates the need for manual data entry, promoting time efficiency and data consistency between your applications. Through this workflow, ensure your Salesforce and Sage Intacct data stays current and accurate.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    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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