Sage Intacct + Salesforce

Create new Sage Intacct contacts from new Salesforce contacts

Streamline your contact management by connecting Salesforce and Sage Intacct. With this automation, every time you add a new contact in Salesforce, it will simultaneously create a new contact in Sage Intacct. This workflow ensures your databases stay up to date and consistent, saving you the need for manual data entry. Enjoy increased efficiency and improved data accuracy in your contact management process.

Streamline your contact management by connecting Salesforce and Sage Intacct. With this automation, every time you add a new contact in Salesforce, it will simultaneously create a new contact in Sage Intacct. This workflow ensures your databases stay up to date and consistent, saving you the need for manual data entry. Enjoy increased efficiency and improved data accuracy in your contact management process.

  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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier