HubSpot + Sage Intacct

Create new Sage Intacct contacts when deal stages are updated in HubSpot

Streamline your sales and management operations with this workflow that seamlessly reflects changes in deal stages. When updates occur in HubSpot, this workflow ensures that changes are smoothly implemented to corresponding Sage Intacct contacts. This process eliminates manual data entry, promotes accurate information across platforms, saves valuable time, and reduces potential errors. Enjoy a more efficient workflow as your two essential apps communicate directly.

Streamline your sales and management operations with this workflow that seamlessly reflects changes in deal stages. When updates occur in HubSpot, this workflow ensures that changes are smoothly implemented to corresponding Sage Intacct contacts. This process eliminates manual data entry, promotes accurate information across platforms, saves valuable time, and reduces potential errors. Enjoy a more efficient workflow as your two essential apps communicate directly.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerScheduled
  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

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    Trigger
    Scheduled
    Try It
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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.

Related categories

  • Accounting