Create new Sage Intacct contacts from new ConvertFlow form/survey submissions
Streamline your contact management process with this efficient workflow. When a new form or survey submission is received in ConvertFlow, a contact is instantly created in Sage Intacct. No more manual data entries or missed connections. This workflow helps you keep your contacts updated and organized consistently.
Streamline your contact management process with this efficient workflow. When a new form or survey submission is received in ConvertFlow, a contact is instantly created in Sage Intacct. No more manual data entries or missed connections. This workflow helps you keep your contacts updated and organized consistently.
- When this happens...Contact Created or Updated
Triggers when a contact is created or updated by a campaign. Includes event data.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps