Create new customers or update existing ones in Sage from new accounts in Salesforce
Make.com6 modulesv1.0Salesforce
If you want to keep your accounts in Salesforce synced with your Sage Business Cloud Accounting app, this scenario is what you need. If the customer already existing in Sage, the details will just be updated preventing any duplications.
About this workflow
If you want to keep your accounts in Salesforce synced with your Sage Business Cloud Accounting app, this scenario is what you need. If the customer already existing in Sage, the details will just be updated preventing any duplications.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
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- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with Make.com
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