Microsoft Dynamics 365 CRM + Sage Intacct
Create new Sage Intacct contacts from new opportunities in Microsoft Dynamics 365 CRM
Manage your customer relationships more effectively with this workflow. As a new opportunity surfaces in Microsoft Dynamics 365 CRM, it simultaneously generates a matching opportunity in Sage Intacct. This seamless operation saves crucial time and ensures your Sage Intacct remains updated in real-time, letting you concentrate on fueling business expansion.
Manage your customer relationships more effectively with this workflow. As a new opportunity surfaces in Microsoft Dynamics 365 CRM, it simultaneously generates a matching opportunity in Sage Intacct. This seamless operation saves crucial time and ensures your Sage Intacct remains updated in real-time, letting you concentrate on fueling business expansion.
- When this happens!
New OpportunityTriggers when a new opportunity is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan
- Free forever for core features
- 14 day trial for premium features & apps
New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
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
Related Zap Templates
- Add new Facebook Lead Ad leads to Microsoft Dynamics CRM as contacts
- Add new Unbounce form submissions to Microsoft Dynamics as leads
- Create Microsoft Dynamics 365 CRM leads for new Google Ads leads
- Add Google Ads offline conversions for newly-updated Microsoft Dynamics 365 CRM opportunities
- Create Brevo contacts from Microsoft Dynamics CRM contacts
- Add new leads from Microsoft Dynamics 365 CRM to Google Ads Custom Lists
- Send funnel events to Facebook Conversions from Microsoft Dynamics 365 CRM
- Send Offline Conversion to Google Ads for New Lead in Microsoft Dynamics 365 CRM
- Send offline conversion in Google Ads when an opportunity is updated in Microsoft Dynamics
- Add new BizConnect contacts to Microsoft Dynamics 365 CRM
- Copy new leads from Facebook Leads Ads to Microsoft Dynamics 365 CRM
- Create Microsoft Dynamics 365 CRM contacts from new Heyflow responses
- Create leads in Microsoft Dynamics 365 CRM from new or updated rows in Google Sheets
- Enroll new contacts in Microsoft Dynamics 365 CRM in Facebook Custom Audiences
- Create Google Ads customer lists from new Microsoft Dynamics 365 CRM contacts
- Create spreadsheet rows in Google Sheets for new Microsoft Dynamics leads
- Add new leads from Microsoft Dynamics 365 CRM to Google Ads Customer Lists
- Add new Microsoft Dynamics 365 CRM leads as subscribers in Klaviyo
- Create new accounts in Microsoft Dynamics 365 CRM from updated contacts
- Add new TikTok Lead Generation leads as contacts to Microsoft Dynamics 365 CRM
- Add new companies from Crunchbase saved search to Microsoft Dynamics 365
- Add new ActiveCampaign contacts to Microsoft Dynamics as contacts
- Create new leads in Microsoft Dynamics 365 CRM from new Typeform entries
- Create new Microsoft Dynamics 365 CRM accounts when HubSpot companies are updated or created
- Update and create contacts in Apollo when they are updated in Microsoft Dynamics 365 CRM
- Create offline conversions in Google Ads for new contacts in Microsoft Dynamics 365 CRM
- Create leads in Microsoft Dynamics 365 CRM from new WPForms entries
- Create new leads in Microsoft Dynamics 365 CRM from new facebook lead ads entries
- Add Shopify Contacts to Dynamics 365 CRM
- Add or update contacts in ActiveCampaign from new Microsoft Dynamics contacts
- Create leads in Microsoft Dynamics 365 CRM from new Jotform submissions
- Create contacts in Microsoft Dynamics 365 CRM from new Jotform submissions
- Create leads in Microsoft Dynamics 365 CRM with new recieved webhooks
- Create conversion events in Google Analytics 4 for new leads from Microsoft Dynamics 365 CRM
- Capture new Microsoft Dynamics 365 CRM leads and trigger LinkedIn Conversion events
- Add new Gravity Forms respondents as Microsoft Dynamics 365 CRM leads
- Create leads in Microsoft Dynamics 365 CRM for new Eventbrite attendees registration
- Create new accounts in Microsoft Dynamics 365 CRM when new pursuits are added in HigherGov
- Add new Microsoft Dynamics CRM contacts to a SendPulse mailing list
- Add new Contacts+ business cards to Microsoft Dynamics CRM as leads
- Save new Contacts+ business cards as contacts in Microsoft Dynamics CRM
- Create Image Relay folders from new MS Dynamics CRM leads
- Send Slack channel messages for new Microsoft Dynamics leads
- Send Slack direct messages for new Microsoft Dynamics leads
- Send proposals for new opportunities in Microsoft Dynamics CRM from WebMerge
- Add new Acuity Scheduling appointments to Microsoft Dynamics as leads
- Add new ActiveCampaign contacts to Microsoft Dynamics as leads
- Add new Overloop prospects to Microsoft Dynamics CRM as leads
- Get SMS messages from Infobip for new accounts on Microsoft Dynamics CRM
- Add new GetSiteControl form submitters to Microsoft Dynamics CRM as contacts
- Add new Microsoft Dynamics Leads to Spiro as Opportunities
- Add new Microsoft Dynamics Contacts to Spiro as contacts
- Create leads on Microsoft Dynamic for new Ruler Analytics conversions
- Add new CloudCart customers to Microsoft Dynamics CRM
- Add new Autotask accounts to Microsoft Dynamics CRM
- Create Microsoft Dynamics Leads from new Splash RSVPs
- Create or update Mixpanel profiles for new Microsoft Dynamics CRM leads
- Populate WebMerge documents for new Microsoft Dynamics opportunities
- Create Microsoft Dynamics CRM contacts from Parseur parsed email text
- Add new QuickTapSurvey form entries to Microsoft Dynamics CRM as contacts
- Add new Microsoft Dynamics contacts to MasterBase as contacts
- Create filled documents in PDFfiller from new Microsoft Dynamics contacts
- Create filled documents in PDFfiller from new Microsoft Dynamics leads
- Create filled documents in PDFfiller from new Microsoft Dynamics opportunities
- Create filled documents in PDFfiller from new Microsoft Dynamics accounts
- Create Microsoft Dynamics contacts from new filled forms in PDFfiller
- Create new Microsoft Dynamics leads from filled forms in PDFfiller
- Create new Microsoft Dynamics accounts from filled forms in PDFfiller
- Subscribe contacts in TailoredMail when new contacts are added in Microsoft Dynamics CRM
- Create MS Dynamics CRM contacts from new OnceHub bookings
- Create MS Dynamics CRM leads from new OnceHub bookings
- Create MS Dynamics CRM accounts from new OnceHub bookings
- Create MS Dynamics CRM accounts from completed OnceHub bookings
- Add new SalesTarget leads into Microsoft Dynamics CRM
- Add new Easypromos entries to Microsoft Dynamics CRM as leads
- Add new Super Receptionist call data records as tasks in Microsoft Dynamics CRM
- Add new Visitor Queue leads directly to Microsoft Dynamics CRM
- Add new Cincopa leads to Microsoft Dynamics CRM as contacts
- Add new Xola bookings to Microsoft Dynamics CRM as contacts
- Add new contacts in Microsoft Dynamics CRM for new Bookafy customers
- Add new leads to Microsoft Dynamics CRM when Acquire chat end
- Add new Microsoft Dynamics contacts to AWeber as subscribers
- Add new Microsoft Dynamics contacts to Fidelizador as subscribers
- Add new Fidelizador contacts to Microsoft Dynamics
- Update Microsoft Dynamics contacts when contacts are updated in Fidelizador
- Generate Microsoft Dynamics CRM buying signals from new Vainu buying signals
- Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM
- Update accounts in Microsoft Dynamics upon completing a submission with GoCanvas
- Ask for feedback via Ratecard after contacts are added in Microsoft Dynamics 365 CRM
- Create a project in OpenAsset for a new opportunity in Microsoft Dynamics 365 CRM
- Create a project in OpenAsset for a new opportunity in Microsoft Dynamics CRM 8 Online
- Create Microsoft Dynamics CRM contacts from new Pobuca Connect contacts
- Add qualified ReadyStack contacts as Dynamics Leads
- Add new Microsoft Dynamics contacts to ReadyStack as contacts
- Create Trolley recipients for new Microsoft Dynamics accounts
- Create CleverReach contacts from new Microsoft Dynamics CRM contacts
- Create new Dynamics 365 CRM leads for Datananas positive replies
- Add new PayKickstart customers to Microsoft Dynamics CRM
- Create LoyaltyLoop contacts with new contacts in Microsoft Dynamics365 CRM
- Add new Eventable subscribers as contacts in Microsoft Dynamics
Related Zap Templates
- Add new Facebook Lead Ad leads to Microsoft Dynamics CRM as contacts
- Add Google Ads offline conversions for newly-updated Microsoft Dynamics 365 CRM opportunities
- Send funnel events to Facebook Conversions from Microsoft Dynamics 365 CRM
- Add new BizConnect contacts to Microsoft Dynamics 365 CRM
- Create leads in Microsoft Dynamics 365 CRM from new or updated rows in Google Sheets
- Create spreadsheet rows in Google Sheets for new Microsoft Dynamics leads
- Create new accounts in Microsoft Dynamics 365 CRM from updated contacts
- Add new ActiveCampaign contacts to Microsoft Dynamics as contacts
- Update and create contacts in Apollo when they are updated in Microsoft Dynamics 365 CRM
- Create new leads in Microsoft Dynamics 365 CRM from new facebook lead ads entries
- Create leads in Microsoft Dynamics 365 CRM from new Jotform submissions
- Create conversion events in Google Analytics 4 for new leads from Microsoft Dynamics 365 CRM
- Create leads in Microsoft Dynamics 365 CRM for new Eventbrite attendees registration
- Add new Contacts+ business cards to Microsoft Dynamics CRM as leads
- Send Slack channel messages for new Microsoft Dynamics leads
- Add new Acuity Scheduling appointments to Microsoft Dynamics as leads
- Get SMS messages from Infobip for new accounts on Microsoft Dynamics CRM
- Add new Microsoft Dynamics Contacts to Spiro as contacts
- Add new Autotask accounts to Microsoft Dynamics CRM
- Populate WebMerge documents for new Microsoft Dynamics opportunities
- Add new Microsoft Dynamics contacts to MasterBase as contacts
- Create filled documents in PDFfiller from new Microsoft Dynamics opportunities
- Create new Microsoft Dynamics leads from filled forms in PDFfiller
- Create MS Dynamics CRM contacts from new OnceHub bookings
- Create MS Dynamics CRM accounts from completed OnceHub bookings
- Add new Super Receptionist call data records as tasks in Microsoft Dynamics CRM
- Add new Xola bookings to Microsoft Dynamics CRM as contacts
- Add new Microsoft Dynamics contacts to AWeber as subscribers
- Update Microsoft Dynamics contacts when contacts are updated in Fidelizador
- Update accounts in Microsoft Dynamics upon completing a submission with GoCanvas
- Create a project in OpenAsset for a new opportunity in Microsoft Dynamics CRM 8 Online
- Add new Microsoft Dynamics contacts to ReadyStack as contacts
- Create new Dynamics 365 CRM leads for Datananas positive replies
- Add new Eventable subscribers as contacts in Microsoft Dynamics
- Add new Unbounce form submissions to Microsoft Dynamics as leads
- Create Brevo contacts from Microsoft Dynamics CRM contacts
- Send Offline Conversion to Google Ads for New Lead in Microsoft Dynamics 365 CRM
- Copy new leads from Facebook Leads Ads to Microsoft Dynamics 365 CRM
- Enroll new contacts in Microsoft Dynamics 365 CRM in Facebook Custom Audiences
- Add new leads from Microsoft Dynamics 365 CRM to Google Ads Customer Lists
- Add new TikTok Lead Generation leads as contacts to Microsoft Dynamics 365 CRM
- Create new leads in Microsoft Dynamics 365 CRM from new Typeform entries
- Create offline conversions in Google Ads for new contacts in Microsoft Dynamics 365 CRM
- Add Shopify Contacts to Dynamics 365 CRM
- Create contacts in Microsoft Dynamics 365 CRM from new Jotform submissions
- Capture new Microsoft Dynamics 365 CRM leads and trigger LinkedIn Conversion events
- Create new accounts in Microsoft Dynamics 365 CRM when new pursuits are added in HigherGov
- Save new Contacts+ business cards as contacts in Microsoft Dynamics CRM
- Send Slack direct messages for new Microsoft Dynamics leads
- Add new ActiveCampaign contacts to Microsoft Dynamics as leads
- Add new GetSiteControl form submitters to Microsoft Dynamics CRM as contacts
- Create leads on Microsoft Dynamic for new Ruler Analytics conversions
- Create Microsoft Dynamics Leads from new Splash RSVPs
- Create Microsoft Dynamics CRM contacts from Parseur parsed email text
- Create filled documents in PDFfiller from new Microsoft Dynamics contacts
- Create filled documents in PDFfiller from new Microsoft Dynamics accounts
- Create new Microsoft Dynamics accounts from filled forms in PDFfiller
- Create MS Dynamics CRM leads from new OnceHub bookings
- Add new SalesTarget leads into Microsoft Dynamics CRM
- Add new Visitor Queue leads directly to Microsoft Dynamics CRM
- Add new contacts in Microsoft Dynamics CRM for new Bookafy customers
- Add new Microsoft Dynamics contacts to Fidelizador as subscribers
- Generate Microsoft Dynamics CRM buying signals from new Vainu buying signals
- Ask for feedback via Ratecard after contacts are added in Microsoft Dynamics 365 CRM
- Create Microsoft Dynamics CRM contacts from new Pobuca Connect contacts
- Create Trolley recipients for new Microsoft Dynamics accounts
- Add new PayKickstart customers to Microsoft Dynamics CRM
- Create Microsoft Dynamics 365 CRM leads for new Google Ads leads
- Add new leads from Microsoft Dynamics 365 CRM to Google Ads Custom Lists
- Send offline conversion in Google Ads when an opportunity is updated in Microsoft Dynamics
- Create Microsoft Dynamics 365 CRM contacts from new Heyflow responses
- Create Google Ads customer lists from new Microsoft Dynamics 365 CRM contacts
- Add new Microsoft Dynamics 365 CRM leads as subscribers in Klaviyo
- Add new companies from Crunchbase saved search to Microsoft Dynamics 365
- Create new Microsoft Dynamics 365 CRM accounts when HubSpot companies are updated or created
- Create leads in Microsoft Dynamics 365 CRM from new WPForms entries
- Add or update contacts in ActiveCampaign from new Microsoft Dynamics contacts
- Create leads in Microsoft Dynamics 365 CRM with new recieved webhooks
- Add new Gravity Forms respondents as Microsoft Dynamics 365 CRM leads
- Add new Microsoft Dynamics CRM contacts to a SendPulse mailing list
- Create Image Relay folders from new MS Dynamics CRM leads
- Send proposals for new opportunities in Microsoft Dynamics CRM from WebMerge
- Add new Overloop prospects to Microsoft Dynamics CRM as leads
- Add new Microsoft Dynamics Leads to Spiro as Opportunities
- Add new CloudCart customers to Microsoft Dynamics CRM
- Create or update Mixpanel profiles for new Microsoft Dynamics CRM leads
- Add new QuickTapSurvey form entries to Microsoft Dynamics CRM as contacts
- Create filled documents in PDFfiller from new Microsoft Dynamics leads
- Create Microsoft Dynamics contacts from new filled forms in PDFfiller
- Subscribe contacts in TailoredMail when new contacts are added in Microsoft Dynamics CRM
- Create MS Dynamics CRM accounts from new OnceHub bookings
- Add new Easypromos entries to Microsoft Dynamics CRM as leads
- Add new Cincopa leads to Microsoft Dynamics CRM as contacts
- Add new leads to Microsoft Dynamics CRM when Acquire chat end
- Add new Fidelizador contacts to Microsoft Dynamics
- Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM
- Create a project in OpenAsset for a new opportunity in Microsoft Dynamics 365 CRM
- Add qualified ReadyStack contacts as Dynamics Leads
- Create CleverReach contacts from new Microsoft Dynamics CRM contacts
- Create LoyaltyLoop contacts with new contacts in Microsoft Dynamics365 CRM