Sage Intacct + Salesforce

Create new Sage Intacct contacts from new Salesforce outbound messages

Easily streamline your customer management process with this automation workflow. When a new outbound message is sent in Salesforce, a new contact is immediately created in Sage Intacct. This not only eliminates the need for manual data entry, but also ensures a consistent, real-time update across platforms without delays or errors. The result is increased productivity and a streamlined customer management process.

Easily streamline your customer management process with this automation workflow. When a new outbound message is sent in Salesforce, a new contact is immediately created in Sage Intacct. This not only eliminates the need for manual data entry, but also ensures a consistent, real-time update across platforms without delays or errors. The result is increased productivity and a streamlined customer management process.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  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

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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