Finance and sales teams rely on accurate customer, product and opportunity data — but when CRM and finance systems don’t talk, businesses lose time, visibility and revenue.

Codeless Platforms’ BPA Platform is an iPaaS built to seamlessly connect Sage Intacct with your CRM, enabling automated synchronization and streamlined business processes — without complex coding.

Whether your goal is to automatically synchronize customer or supplier data, streamline opportunity and product management, or eliminate manual data entry, a CRM integration with Sage Intacct empowers your business to work smarter, faster and more efficiently.

Key Benefits:
BPA Platform can integrate with many CRM systems including, but not limited to:

• HubSpot
• Salesforce
• SugarCRM
• Pipedrive CRM
• Maximizer CRM
• Creatio CRM
• ConnectWise
• Infor CRM
• Microsoft Dynamics 365 CRM
• Zoho CRM

Example Use Cases

These are some typical use cases of how BPA Platform automates business processes between Sage Intacct and CRM systems:

Customer Accounts

• New customer accounts created in Sage Intacct can be created in a CRM, including account number, name, phone and billing address.
• New customer accounts created in a CRM can be created in Sage Intacct, including name, phone, billing address, and any notes related to that account.

Customer Contacts

• New customer contacts can be created in either Sage Intacct or a CRM, including company title, name of contact, and phone number. Typically, the contacts data will be batched to run every 15 minutes during business hours.

Product Master Data

• Product master data, including the name, description and price of the product, will be synchronized from Sage Intacct to a CRM on an hourly basis.
• The Sage Intacct id is used as the synchronization key enabling new products and subsequent updates in the Sage Intacct master data to be reflected in the CRM copy.

Product Stock Levels

• On-hand stock and available stock levels are synchronized to the CRM product list from Sage Intacct.

Opportunities Management

• Sync deals and opportunity status between a CRM and Sage Intacct, keeping both systems aligned as opportunities progress or close.

Sage Intacct CRM Integration Benefits:

• Improve sales team performance automate data entry and reduce administrative burden.
• Increase visibility of critical information across departments for better collaboration and decision-making.
• Enhance sales forecasting accuracy with up-to-date, unified data.
• Quickly implement and scale two-way integration as your business grows
• Reduce operational costs by streamlining and automating key business processes
• Drive company revenue with efficient, data-driven workflows and improved customer management

Why Choose BPA Platform for CRM integration with Sage Intacct?

• Automate Data Synchronization

Keep customer accounts, contacts, products and stock levels consistent across Sage Intacct and your CRM automatically.

• Reduce Manual Administration

 Eliminate repetitive, bi-directional data entry tasks, reducing errors and freeing up employee time for higher-value work.

• Enhance Productivity

Streamline workflows and increase operational efficiency across sales, finance, and customer service teams.

• Improve Data Accuracy

 Ensure real-time, accurate information is available across all integrated platforms, supporting better decision-making and customer experiences.

• Drive Business Performance

Gain a unified view of customer interactions and sales opportunities, enhancing forecasting and revenue growth potential.

What you gain with BPA Platform:

• Prebuilt connectors and templates
• Bi-directional synchronization options
• Scheduling and exception handling
• Audit-ready logging
• Support and onboarding services
• No-code / low-code drag-and-drop build
• Supports multiple CRMs (not locked to one ecosystem)
• Integrates beyond CRM (AP automation, purchasing, eCommerce, WMS, marketplaces, etc.)
• Mature iPaaS platform used globally

Built for Speed, Flexibility, and Control
BPA Platform’s drag-and-drop interface enables powerful integrations and automations without the complexity of traditional development. You get full control over synchronization rules, schedules, and exception handling, with the governance and traceability required by finance teams.

Get Started
BPA Platform helps you integrate faster, reduce risk, and unlock more value from Sage Intacct.
Talk to our team to explore available CRM connectors and implementation options.
 

Requirements:

Integrating with this application requires you to use your customer company SenderID and buy a web services developer license from Sage. Your API usage will count towards your API performance tier. Sage may prevent customers from integrating with this application under the partner’s SenderID.

Price:
From $350

Integration Approved Countries:
United Kingdom; United States