Sage Intacct + Salesforce

Create new Sage Intacct contacts from new Salesforce contacts

When a new contact is added in Salesforce, this workflow springs into action and efficiently creates a matching contact in Sage Intacct. This process boosts the consistency across your platforms, saving you the chore of manually inputting data. Streamline your contact management and mitigate the risk of errors with this convenient Salesforce to Sage Intacct linkage.

When a new contact is added in Salesforce, this workflow springs into action and efficiently creates a matching contact in Sage Intacct. This process boosts the consistency across your platforms, saving you the chore of manually inputting data. Streamline your contact management and mitigate the risk of errors with this convenient Salesforce to Sage Intacct linkage.

  1. When this happens...
    SalesforceSalesforce
    New Contact

    Triggers when a new Contact 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
    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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