Microsoft Dynamics 365 CRM + Sage Intacct

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

Initiate a seamless workflow between Microsoft Dynamics 365 CRM and Sage Intacct to enhance your client relationship management. With this setup, every time a new contact is added in your Dynamics 365 CRM, a corresponding contact will be created in Sage Intacct. This not only streamlines data entry but also ensures consistency across your platforms, thereby enhancing your business efficiency.

Initiate a seamless workflow between Microsoft Dynamics 365 CRM and Sage Intacct to enhance your client relationship management. With this setup, every time a new contact is added in your Dynamics 365 CRM, a corresponding contact will be created in Sage Intacct. This not only streamlines data entry but also ensures consistency across your platforms, thereby enhancing your business efficiency.

  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

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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

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  • 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