Sage Intacct + Salesforce

Create new Sage Intacct contacts for every new outbound Salesforce message

Streamline your workflow between Salesforce and Sage Intacct with this smart solution. Whenever there's a new outgoing communication in Salesforce, this workflow creates a corresponding contact in Sage Intacct instantly. Say goodbye to time-consuming manual data entry and keep your contact list updated and organized all time. Enhance your productivity and accuracy while managing your contacts.

Streamline your workflow between Salesforce and Sage Intacct with this smart solution. Whenever there's a new outgoing communication in Salesforce, this workflow creates a corresponding contact in Sage Intacct instantly. Say goodbye to time-consuming manual data entry and keep your contact list updated and organized all time. Enhance your productivity and accuracy while managing your contacts.

  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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