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.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Contact
Triggers when a new contact is created.
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