Create new Sage Intacct contacts from new Sprout Studio leads
Make the most out of each new lead in Sprout Studio by instantly creating a contact in Sage Intacct. This seamless workflow transfers key details from Sprout Studio to Sage Intacct, eliminating the need for manual data entry and ensuring efficient lead management. Turn new leads into valuable contacts in your financial management system, saving time and boosting productivity.
Make the most out of each new lead in Sprout Studio by instantly creating a contact in Sage Intacct. This seamless workflow transfers key details from Sprout Studio to Sage Intacct, eliminating the need for manual data entry and ensuring efficient lead management. Turn new leads into valuable contacts in your financial management system, saving time and boosting productivity.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New Booking
Triggers when a lead is booked into a shoot.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Payment
Triggers when a payment is made.
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Shoot Start Date and Time
Shoot End Date and Time
Shoot Location
Brand
Lead Source
Additional Notes
Status
Try ItNew Shoot
Triggers when a new shoot is created.
Try ItStatus
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Inquiry Date
Booking Date
Shoot Start Date and Time
Shoot End Date and Time
Shoot Location
Brand
Lead Source
Additional Notes
Price List
Order Name
Internal Notes
Tax
Currency
Payment Schedule
Name
Qty
Taxable
Description
Price
Order Payment Date
Order Payment Amount
Order Payment Type