Microsoft Dynamics 365 CRM + Sage Intacct

Create new Sage Intacct contacts from new contacts in Microsoft Dynamics 365 CRM

Simplify your workflow with this Microsoft Dynamics 365 CRM to Sage Intacct automation. When a new contact is added in Microsoft Dynamics 365 CRM, this integration immediately creates a corresponding contact in Sage Intacct. This process not only saves you time and effort, but also ensures that your contact management is accurate and up-to-date across both platforms.

Simplify your workflow with this Microsoft Dynamics 365 CRM to Sage Intacct automation. When a new contact is added in Microsoft Dynamics 365 CRM, this integration immediately creates a corresponding contact in Sage Intacct. This process not only saves you time and effort, but also ensures that your contact management is accurate and up-to-date across both platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    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

microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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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