Copilot CRM + Sage Intacct

Create contacts in Sage Intacct for new customers in Copilot CRM

Easily manage your customer relationships with this Copilot CRM to Sage Intacct workflow. Whenever a new customer is added to Copilot CRM, this automation creates a corresponding contact in Sage Intacct. This seamless exchange of information ensures accurate, up-to-date records in both systems, saving you valuable time and reducing the risk of errors. Streamline your business operations and focus on building relationships with your customers.

Easily manage your customer relationships with this Copilot CRM to Sage Intacct workflow. Whenever a new customer is added to Copilot CRM, this automation creates a corresponding contact in Sage Intacct. This seamless exchange of information ensures accurate, up-to-date records in both systems, saving you valuable time and reducing the risk of errors. Streamline your business operations and focus on building relationships with your customers.

  1. When this happens...
    Copilot CRMCopilot CRM
    New Customer

    Triggers when a new customer is added.

    TriggerPolling
  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

copilot-crm logo
copilot-crm logo

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

  • Sales & CRM
sage-intacct logo
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