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Microsoft Dynamics 365 CRM + Wave

Microsoft Dynamics 365 CRM + Wave

Microsoft Dynamics 365 CRM + Wave integrations

Add new leads from Microsoft Dynamics 365 CRM to Wave as customers

Effortlessly manage your leads and customers with this seamless workflow between Microsoft Dynamics 365 CRM and Wave. When a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a new customer in Wave, ensuring that you can easily track and manage your contacts across both platforms. Save time and improve efficiency by having your information up-to-date in both systems.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a customer in a business that you choose.
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More things you can do with Microsoft Dynamics 365 CRM and Wave

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Wave

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Wave
Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
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