Skip to content

Agile CRM Sage Intacct Integration

Are you looking for an Agile CRM Sage Intacct integration solution to include Agile CRM users in workflow processes that start outside of Agile CRM? Or are you looking to improve sales team performance and drive company revenue?

Codeless Platforms' Agile CRM Sage Intacct integration solution provides organisations with the ability to seamlessly integrate Sage Intacct with Agile CRM, and automatically read and write data to and from each business system.

BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other, delivering seamless system integration and business process automation capability. BPA Platform provides you with a user-friendly graphical interface, enabling you to map business data into Sage Intacct and Agile CRM objects to facilitate data integration.

Download Brochure

Agile CRM Sage Intacct Integration Scenarios and Benefits

Agile CRM Intacct Integration Overview

Codeless Platforms’ drag and drop Sage Intacct Agile CRM integration solution provides you with a way of reading and updating Agile CRM and Sage Intacct to reduce administration time and costs, remove data entry errors, increase productivity and improve company performance.

The Sage Intacct and Agile CRM REST API integration solution simplifies communication between BPA Platform, Agile CRM and Sage Intacct to enable integration between business systems, via BPA Platform.

Common Sage Intacct Agile CRM integration scenarios include:

Integrating Sage Intacct with Agile CRM can provide you with the ability to automatically synchronise new and existing accounts, contacts, products, price lists, quotes, sales orders and invoices etc.

  • Customers and Accounts: Automatically create and update new and existing accounts and contacts between Agile CRM and your Sage Intacct ERP system with the associated Sales Representative linked
  • Opportunities and Leads: Automate the synchronisation of CRM Order/Opportunity/Lead into Sage Intacct when it has been created in Agile CRM
  • Deals: Automate the creation of Deals in Agile CRM with Sage Intacct sales orders for processing
  • Automatically upload Sage Intacct Items to Agile CRM
  • Alerts and notifications: Automatically create an email alert to the relevant account manager when an account is placed on credit hold within Sage Intacct, and place on hold within Agile CRM
  • Multilevel workflow approvals
  • Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager

Commercial benefits of Agile CRM Sage Intacct integration when using BPA Platform include:

  • Remove repetitive, time-consuming data entry and associated costs
  • Eradicate data entry errors
  • Increase employee productivity and company output
  • Ability to run the entire business without additional administrative support
  • Reduce operational costs
  • Significantly reduce bespoke development times and costs
  • Ability to adapt automated business process quickly to changing business requirements

Frequently Asked Questions

Codeless Platforms' Agile CRM Sage Intacct integration solution provides organisations with the ability to seamlessly integrate Sage Intacct with Agile CRM to automatically read and write data to and from each business system.
The Sage Intacct and Agile CRM REST API integration solution simplifies communication between BPA Platform, Agile CRM and Sage Intacct to enable integration between business systems, via BPA Platform.
The commercial benefits of integrating Agile CRM with Sage Intacct when using BPA Platform include: Remove repetitive, time-consuming data entry and associated costs, eradicate data entry errors, increase employee productivity and company output, reduce operational costs, ability to adapt automated business process quickly to changing business requirements.
Codeless Platforms’ Agile CRM Sage Intacct integration starts from £350 per month, depending on integration complexity and configuration days required.
Download Brochure
Agile CRM Sage Intacct Integration Brochure

Agile CRM Sage Intacct Integration Brochure

Learn how integrating Agile CRM with Sage Intacct can drive company revenues and improve employee performance.

Subscription Pricing

Agile CRM Sage Intacct Integration

Software from

BPA Platform

Starts from

£350

4200
Per month
Billed annually

ROI Calculator

Use our simple ROI calculator to discover how much you could save each year through automation.

- Hours
Hours saved per year
£-
Financial savings per year

Got a question?

Send us your questions and we will provide you with the information and resources that you need.

Ready to Talk?

You don’t learn everything in life by reading a manual, sometimes it helps to get in touch

Phone: +44 (0) 330 99 88 700

Want more information?

Fill in your details below and one of our account managers will contact you shortly.

    Your Name
    Your Email
    Phone
    When would you like a call back?
    Area of interest

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.