Sage Intacct + Salesforce

Create Sage Intacct contacts from new Salesforce records

Create a seamless connection between Salesforce and Sage Intacct with this simplified workflow. The moment a new record appears in Salesforce, a corresponding contact will be efficiently created in Sage Intacct. This setup streamlines business operations, eliminates tedious manual tasks, and ensures consistency across your platforms – ultimately enhancing your customer relationship management.

Create a seamless connection between Salesforce and Sage Intacct with this simplified workflow. The moment a new record appears in Salesforce, a corresponding contact will be efficiently created in Sage Intacct. This setup streamlines business operations, eliminates tedious manual tasks, and ensures consistency across your platforms – ultimately enhancing your customer relationship management.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • 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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