Create customers in Wave from new or updated opportunities in Capsule CRM
Save time and stay organized by automating your customer management workflow with this Capsule CRM and Wave integration. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a new customer in Wave, keeping your customer records up-to-date and accurate. Start focusing on growing relationships with your clients while this convenient workflow takes care of administrative tasks.
Save time and stay organized by automating your customer management workflow with this Capsule CRM and Wave integration. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a new customer in Wave, keeping your customer records up-to-date and accurate. Start focusing on growing relationships with your clients while this convenient workflow takes care of administrative tasks.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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