Sage Intacct + Tilda Publishing

Find customers in Sage Intacct for new leads in Tilda Publishing

Stay on top of your customer management with this efficient workflow. When a new lead comes in through Tilda Publishing, this system swiftly finds the corresponding customer in your Sage Intacct app. This not only saves time and improves accuracy, but also allows for seamless integration of your Tilda Publishing leads into your Sage Intacct customer base. Leverage this automation to enhance your sales process and customer service.

Stay on top of your customer management with this efficient workflow. When a new lead comes in through Tilda Publishing, this system swiftly finds the corresponding customer in your Sage Intacct app. This not only saves time and improves accuracy, but also allows for seamless integration of your Tilda Publishing leads into your Sage Intacct customer base. Leverage this automation to enhance your sales process and customer service.

  1. When this happens!
    Tilda PublishingTilda Publishing
    New Lead

    Triggers when a new lead is sent from a website form.

    TriggerInstant
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Supported triggers and actions

    sage-intacct logo
    sage-intacct logo

    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
    tilda-publishing logo
    tilda-publishing logo

    About Tilda Publishing

    Tilda is a website builder that lets you create websites, online stores, and blogs without any code. Add data capturing forms on a website and gather leads to any service.

    Related categories

    • Website Builders

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