Copilot CRM + Sage Intacct

Create Sage Intacct contacts from new Copilot CRM customers

When a new customer is added in your Copilot CRM, streamline your workflow by having their information instantly sent to Sage Intacct. This automation ensures every new customer in Copilot CRM becomes a contact in Sage Intacct, saving you the time and effort of manual data entry. Enhance your efficiency and keep your records coordinated and up-to-date with this seamless connection.

When a new customer is added in your Copilot CRM, streamline your workflow by having their information instantly sent to Sage Intacct. This automation ensures every new customer in Copilot CRM becomes a contact in Sage Intacct, saving you the time and effort of manual data entry. Enhance your efficiency and keep your records coordinated and up-to-date with this seamless connection.

  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