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Sage Intacct Advanced CRM Integration

Contact us for pricing Please contact Intacct for pricing

Discounts available for nonprofits



Listed On


Latest Release



Improve workflows from sales to finance

Automate the steps and close communication gaps in the quote-to-cash process. Sales and finance share pricing data, billing history and customer payment status, while generating new and add-on orders without double data entry.

  • Configurable integration doesn't require scripting or third party services.
  • Automated transaction flow allows real-time synchronization between sales and finance.
  • Access your Salesforce Chatter feed directly from inside Intacct and save conversations in the context of related transactions in Salesforce and Intacct.
Sage Intacct offers easy, pre-integrated connectors with Salesforce CRM. Sales and finance can share pricing data, order status, and other information, and you can generate orders without double data entry.####For Salesforce customers, Sage Intacct ensures that sales and finance stay on the same page, with accurate and consistent customer and order data, instant visibility for sales into order status and payments, minimal data re-entry and inaccuracies, and a common collaboration backbone based on Salesforce Chatter####Sage Intacct automates the steps and closes the communication gaps in even the most complex quote-to-cash journeys. So you can handle higher order volumes, processing complexity, and pricing structures. All while saving time, ensuring accuracy, and improving profitability.####See more information on Sage Intacct Cloud Financial Management listing.


  • Compatible with Enterprise, Unlimited, Developer, and Performance EditionsEnterprise & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 19
  • Custom Applications: 0
  • Custom Tabs: 8

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements

Support Support not provided

Support not provided

Additional Information

Package Name
Intacct - CRM Integration v2
Intacct - CRM Integration v2 / 1.2.0
First Release
Latest Release
Sage Intacct
San Jose, CA USA
(877) 437 7765

Sage Intacct is the innovation and customer satisfaction leader in cloud Financial Management. With the powerful combination of Sage and Intacct, the Sage Business Cloud offers the best capabilities of both companies. Bringing cloud computing to finance and accounting, Sage Intacct’s innovative and award-winning applications are the preferred financial applications for AICPA business solutions. In use by organizations from startups to public companies, Sage Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Sage Intacct to their clients. The Sage Intacct system includes accounting, cash management, purchasing, vendor management, financial consolidation, revenue recognition, subscription billing, contract management, project accounting, fund accounting, inventory management, and financial reporting applications, all delivered through the cloud.

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