Sage Intacct + Salesforce

Create customers in Sage Intacct from new records in Salesforce

Make your workflow more efficient by instantly creating a new customer record in Sage Intacct when a new record is added in Salesforce. This automation saves you valuable time, allowing your focus to remain on retaining customers and growing your business. Use the same terms consistently to streamline your processes. It's perfect for businesses looking to optimize their customer handling process.

Make your workflow more efficient by instantly creating a new customer record in Sage Intacct when a new record is added in Salesforce. This automation saves you valuable time, allowing your focus to remain on retaining customers and growing your business. Use the same terms consistently to streamline your processes. It's perfect for businesses looking to optimize their customer handling process.

  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 Customer

    Finds a customer based on search criteria.

    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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