CRM Integration for Sage Intacct

Streamline business processes and eliminate manual re-entry of customer and order data with pre-configured integration between Sage Intacct and your customer relationship management platform. Supported CRM systems include Microsoft Dynamics 365 and Salesforce.

IntegratorPlus transfers critical data such as Customer, Customer Address, Inventory, Pricing, Sales Order and Sales Invoice information between CRM and Sage Intacct. This means updates in one system instantly update the other.

IntegratorPlus increases business insights by allowing you to access your data from anywhere, anytime using any PC, smartphone, or tablet. Your teams get a single view of all your business information enabling them to make better informed and timelier decisions. LBMC Technology Solutions is uniquely positioned to assist you with your Sage Intacct and CRM integration.

Benefits of IntegratorPlus

  • Eliminate re-entry and maintenance – of redundant customer information with automated two-way synchronization
  • Improve operational efficiencies – by entering and having available sales orders from either system
  • Enhance sales and service effectiveness – with 360-degree view of your customer

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How to Integrate Data Between Sage Intacct and Microsoft Dynamics CRM with an API

IntegratorPlus for Microsoft Dynamics CRM

Built on the Microsoft Azure platform, this subscription-based cloud solution allows you to harness the power of two best-in-class software applications. IntegratorPlus transfers critical data, such as Customer, Customer Address, Inventory, Pricing, Contracts, Sales Order and Sales Invoice information.

This means that updates in one system will instantly update the other, increasing productivity and streamlining business processes.

IntegratorPlus for Microsoft Dynamics CRM extends your cloud solutions by delivering preconfigured integrations between Microsoft Dynamics CRM and Sage Intacct.

Benefits of IntegratorPlus for CRM

  • Eliminate manual entry of data in multiple systems and spreadsheets
  • Auto-update Microsoft Dynamics CRM with the latest billing and payment information from Sage Intacct
  • Save time and money by streamlining processing, reporting, and transaction time
  • Dramatically improve collections and cash flow by providing your team with real-time financial information from within Microsoft Dynamics CRM
  • Easily verify pricing and submit sales orders while on the road. Orders submitted in Microsoft Dynamics CRM are automatically created in Sage Intacct

What Makes LBMC Technology Solutions Different?

For over 20 years, LBMC Technology Solutions has been inspiring greatness through technology. We understand how important a reliable technology infrastructure is to your one-of-a-kind business. As your partner, we evaluate your unique business processes and current systems, then identify and apply the most effective solutions.

LBMC Technology Solutions is an award-winning reseller of recognizable industry standard software. If your business needs are beyond what an out-of-the-box software can offer, we will tailor a custom software solution to fit your specific business needs.

Our consultants build connections, nurture innovation, establish ongoing communication, and collaborate with you to architect the best system integration option to help you run your business better. We value our clients’ experience and have made it a critical part of our solutions to ensure we are earning your trust and becoming a long-term partner as your company grows.

Whether you need to supplement or outsource a single function, need an ally you can trust, or are in the market for a comprehensive business partner, LBMC Technology Solutions and our Family of Companies can simply be whatever your business needs us to be.

Contact Us

We’re happy to answer any questions you may have. Please send us an email using the form and one of our professionals will get back to you promptly.

Headquarters – IntegratorPlus Nashville, TN:
201 Franklin Road
Brentwood, TN 37027

Phone: 615-377-4600

Office Hours: 8am-5pm, Monday-Friday

IntegratorPlus Charlotte, NC
3700 Arco Corporate Drive, Suite 175
Charlotte, NC 28273

IntegratorPlus Knoxville, TN
2095 Lakeside Centre Way
Knoxville, TN 37922


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