Sage Intacct + Zoho CRM

Create Sage Intacct contacts from new or updated Zoho CRM module entries

Manage your client base more efficiently with this workflow. When a new or updated module entry occurs in Zoho CRM, it initiates a process to create a contact in Sage Intacct. This seamless connection ensures that all changes and additions in your CRM are reflected in your financial management system, keeping your customer information up to date. Enhance your client interaction by having their data literally at your fingertips.

Manage your client base more efficiently with this workflow. When a new or updated module entry occurs in Zoho CRM, it initiates a process to create a contact in Sage Intacct. This seamless connection ensures that all changes and additions in your CRM are reflected in your financial management system, keeping your customer information up to date. Enhance your client interaction by having their data literally at your fingertips.

  1. When this happens...
    Zoho CRMZoho CRM
    New/Updated Module Entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    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

  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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sage-intacct logo

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
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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