Create new Wave customers from new Microsoft Dynamics 365 CRM accounts
Streamline your customer management process with this efficient workflow. When a new account is added in Microsoft Dynamics 365 CRM, a corresponding customer is created in Wave instantly. It's an excellent solution for businesses looking to eliminate redundant data entry tasks, ensuring seamless data transfer between the two platforms. Benefit from efficient customer relationship management and financial tracking.
Streamline your customer management process with this efficient workflow. When a new account is added in Microsoft Dynamics 365 CRM, a corresponding customer is created in Wave instantly. It's an excellent solution for businesses looking to eliminate redundant data entry tasks, ensuring seamless data transfer between the two platforms. Benefit from efficient customer relationship management and financial tracking.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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