Start syncing Capsule and Sage Financials (formerly Sage Live) two-way

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When contacts are tagged in Capsule, update their Sage Financials (formerly Sage Live) contact details
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When contacts are owned by a salesperson in Capsule, match them up to contacts in Sage Financials (formerly Sage Live)
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When a custom yes/no field in Capsule is toggled on, have the contacts enriched by Sage Financials (formerly Sage Live) 's social data
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When contacts share a lead source in Capsule, update their description in Sage Financials (formerly Sage Live)
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When custom attributes are updated in Capsule, update a custom field in Sage Financials (formerly Sage Live)
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When custom attributes are updated in Capsule, apply tags to them in Sage Financials (formerly Sage Live) or remove them too
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When phone numbers are added or updated in Capsule, update a custom field in Sage Financials (formerly Sage Live)
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When Capsule contacts are from a certain region, update their about field in Sage Financials (formerly Sage Live)
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When Capsule contacts are from a certain location, update their lead status in Sage Financials (formerly Sage Live)
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Sync Capsule and Sage Financials (formerly Sage Live) two way

Capsule is a powerful and simple tool that can be customized to fit your business, so you can keep track of everything important. Complete contact views, sales and task management are just a few features available to make sure you stay on top of your game!

Sage Accounting (Sage Live) aligns your entire organization with business critical, real-time information, so you can take collaboration, and your business, to the next level. Sage Accounting delivers the convenience of the cloud with all the intelligence, scalability, and support you need to accelerate your business into the future.

PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.

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Related Capsule & Sage Financials (formerly Sage Live) resources

Help Articles related to syncing Capsule & Sage Financials (formerly Sage Live)