ConvertFlow + Sage Intacct
Create new Sage Intacct contacts from new ConvertFlow form/survey submissions
Streamline your contact management process with this efficient workflow. When a new form or survey is submitted in ConvertFlow, a contact will be created instantly in Sage Intacct. This automation not only saves you valuable time, but it also ensures accurate and prompt contact information updates in your Sage Intacct system.
Streamline your contact management process with this efficient workflow. When a new form or survey is submitted in ConvertFlow, a contact will be created instantly in Sage Intacct. This automation not only saves you valuable time, but it also ensures accurate and prompt contact information updates in your Sage Intacct system.
- When this happens...Form/Survey Submission (New)
Triggers when a form or survey element is submitted.
- automatically do this!Create Contact
Triggers when a new contact is created.
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About ConvertFlow
ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.
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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.