Close + Sage Accounting

Create new Sage Accounting customers from Close contacts automatically

Easily keep your accounting records up-to-date by saving new Close contacts as customers in Sage Accounting. This workflow activates when a new contact is added to your Close account and automatically creates a customer in Sage Accounting for seamless record keeping. Streamline your process and save time by ensuring your customer information stays organized and accurate across both platforms.

Easily keep your accounting records up-to-date by saving new Close contacts as customers in Sage Accounting. This workflow activates when a new contact is added to your Close account and automatically creates a customer in Sage Accounting for seamless record keeping. Streamline your process and save time by ensuring your customer information stays organized and accurate across both platforms.

  1. When this happens...
    CloseClose
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Sage AccountingSage Accounting
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
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    • Contact Smart View IDRequired

    Trigger
    Polling
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    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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sage-accounting logo
sage-accounting logo

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Related categories

  • Accounting