LeadConnector + Wave
Convert pipeline stage changes in LeadConnector to new customers in Wave
Efficiently manage your customers' financial information with this LeadConnector and Wave integration. When a pipeline stage changes in LeadConnector, this workflow creates a new customer in Wave, ensuring that your financial records remain organized and up-to-date. Streamline your customer management process and stay on top of your business with this seamless automation.
Efficiently manage your customers' financial information with this LeadConnector and Wave integration. When a pipeline stage changes in LeadConnector, this workflow creates a new customer in Wave, ensuring that your financial records remain organized and up-to-date. Streamline your customer management process and stay on top of your business with this seamless automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
BusinessRequired
Try It
