HubSpot + Sage Intacct

Create new HubSpot contacts from new Sage Intacct invoices

Easily streamline your sales processes with this efficient workflow connecting Sage Intacct and HubSpot. This automated system activates whenever a new invoice is generated in Sage Intacct, swiftly adding the associated contact to your HubSpot workflow. Enjoy seamless financial data management and enhanced customer engagement with this smart, time-saving solution.

Easily streamline your sales processes with this efficient workflow connecting Sage Intacct and HubSpot. This automated system activates whenever a new invoice is generated in Sage Intacct, swiftly adding the associated contact to your HubSpot workflow. Enjoy seamless financial data management and enhanced customer engagement with this smart, time-saving solution.

  1. When this happens...
    Sage IntacctSage Intacct
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    Trigger
    Scheduled
    Try It
  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Scheduled
    Try It
    • Vendor IDRequired

    • Bill Number

    • Transaction DateRequired

    • Due DateRequired

    • Payment Term

    • Reference Number

    • GL Posting Date

    • Transaction Currency

    • Base Currency

    • Exchange Rate Type

    • Exchange Rate Date

    • Exchange Rate Value

    • Attachments ID

    • GL Account NumberRequired

    • Transaction AmountRequired

    • Description

    • Department ID

    • Location ID

    • Project ID

    • Customer ID

    • Item ID

    • Contract ID

    Action
    Write
    • Customer NameRequired

    • Active

    • One Time Use

    • First Name

    • Middle Name

    • Last Name

    • Primary Contact Name

    • Primary Phone Number

    • Mobile Phone Number

    • Pager

    • Fax

    • Primary Email Address

    • Secondary Email Address

    • URL

    • Currency

    • Address Line 1

    • Address Line 2

    • City

    • State/Province

    • ZIP/Postal Code

    • Country

    • Print As

    • Exclude from the company contact list

    Action
    Write
    • State

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    Try It
    • Contact NameRequired

    • Print AsRequired

    • Last Name

    • First Name

    • Middle Name

    • Prefix

    • Company Name

    • Taxable

    • Tax ID

    • Contact Tax Group Name

    • Active

    • Primary Phone Number

    • Secondary Phone Number

    • Cellular Phone Number

    • Pager Number

    • Fax Number

    • Primary Email Address

    • Secondary Email Address

    • Primary URL

    • Secondary URL

    • Address Line 1

    • Address Line 2

    • City

    • State/Province

    • ZIP/Postal Code

    • Country

    Action
    Write
    • Invoice Number

    • Reference Number

    • Customer IDRequired

    • Due Date

    • Payment Term

    • Create Draft

    • GL Account Number

    • AR Account Label

    • Offset GL Account Number

    • Transaction AmountRequired

    • Location ID

    • Allocation ID

    • Customer ID

    • Class ID

    • Contract ID

    • Department ID

    • Employee ID

    • Vendor ID

    • Warehouse ID

    • Project ID

    • Item ID

    • Memo

    • Rev Rec Template ID

    • Deferred Revenue GL Account Number

    • Rev Rec End Date

    • Rev Rec Start Date

    • Total Due

    • Total Paid

    • External ID

    • Description

    • Bill To Contact

    • Ship To Contact

    • Summary Record No

    • Attachments ID

    • Base Currency Code

    • Transaction Currency Code

    • Exchange Rate Date

    • Exchange Rate Type

    • Exchange Rate Value

    • Transaction Date

    • GL Posting Date

    • Post to GL?

    Action
    Write
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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  • Marketing Automation

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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.
Help

Related categories

  • Accounting