Sage Intacct and SalesforceIQ integration + automation

Sage Intacct and SalesforceIQ integrations couldn’t be easier with the Tray platform’s robust Sage Intacct and SalesforceIQ connectors, which can connect to any service without the need for separate integration tools.

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Sage Intacct and SalesforceIQ Connector Details

Sage Intacct

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UsesFinance and Accounting

CategoryFinance and Accounting

Connector TypeTray Connector

Operations

Create account groupCreate billCreate accountCreate budgetCreate budget detailCreate contactCreate expense reportCreate journal entryCreate order entry transactionCreate reporting periodCreate statistical accountCreate statistical journal entryand 53 more...

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SalesforceIQ

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Delete AccountGet Account By IDCreate AccountGet List ItemCreate ContactUpdate ContactDelete ContactDelete List ItemGet ContactGet All ContactsGet List ItemsGet Lists

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Jonathan Tartell, CPA VP of Operations and Finance