Creatio CRM Sage Intacct Integration

Creatio CRM Sage Intacct Integration

Are you looking for a cost-effective Creatio CRM Sage Intacct integration solution to synchronise accounts and contacts, opportunities, quotes, sales orders, and invoices? Or are you looking to include Creatio users in workflow processes that start outside of Creatio, e.g. an account placed on credit hold?

Codeless Platforms' Creatio Sage Intacct integration solution enables businesses to automatically read and write data to and from Creatio, and your other cloud-based or on-premises business systems.

Creatio CRM Sage Intacct Integration Brochure

Learn how integrating Creatio CRM with Sage Intacct will eradicate repetitive, bi-directional data entry, remove the risk of costly errors, and significantly improve the visibility of critical data.

Download Brochure

Creatio CRM Sage Intacct Integration Features and Benefits

Creatio Sage Intacct Integration Features and Capabilities

BPA Platform is an iPaaS solution that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other, enabling seamless Sage Intacct Creatio integration and business process automation capabilities.

• Customer and Accounts: Automatically create and update new and existing accounts and contacts between Creatio and Sage Intacct 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 Creatio CRM
• Quotes: Automate quotes created in Creatio CRM with Sage Intacct sales orders for processing
• Alerts and notifications: Automatically create an email alert to the relevant account manager for when an account is placed on credit hold Sage Intacct and place on hold within Creatio

Additional Creatio Sage Intacct integration scenarios

• Creatio email marketing integration:, e.g. MailChimp, Spotler, dotdigital, HubSpot etc.
• eCommerce integration, e.g. Shopify, WooCommerce, Magento, BigCommerce, Shopware etc.
• Multilevel workflow approvals
• Integration with a bespoke application(s)
• Microsoft Exchange integration
• Web service integration, e.g. credit score agencies, customer service / help desk systems

Sage Intacct Creatio CRM Integration Benefits:

• Eradicate the manual rekeying of data between Sage Intacct and Creatio CRM
• Improve the visibility of important information
• Include Creatio CRM users in workflow decisions that start outside of the system, e.g. Account placed on hold within Sage Intacct
• Quickly and easily facilitate two-way integrations
• Reduce operational costs
• Reduce the costs of bespoke integration and development costs
• Drive company revenue through automated email marketing campaigns, e.g. slow-moving stock, new stock arrived in warehouse etc.