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Nutshell + Wave

Create Wave customers from new Nutshell won leads

Effortlessly manage your sales success with this Nutshell to Wave workflow. When a lead is won in Nutshell, a new customer will be created in Wave, streamlining your client onboarding process and saving you valuable time. Stay organized and maintain accurate financial records with this convenient automation.

Effortlessly manage your sales success with this Nutshell to Wave workflow. When a lead is won in Nutshell, a new customer will be created in Wave, streamlining your client onboarding process and saving you valuable time. Stay organized and maintain accurate financial records with this convenient automation.

  1. When this happens...
    NutshellNutshell
    Lead Won

    Triggers when a lead is won.

    TriggerInstant
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Nutshell triggers, actions, and search

    Lead Won

    Triggers when a lead is won.

    Trigger
    Instant
    Try It
    • NameRequired

    • Email

    • Phone

    • Related person

    • Url

    • Street address

    • City

    • State

    • Postal Code

    • Country

    • Company Type

    • Tags

    • Territory

    • Industry

    • Full address

    Action
    Write
    • NameRequired

    • Email Address

    • Phone

    • Related company

    • Street address

    • City

    • Postal Code

    • State

    • Tags

    • Territory

    • Audience

    • Url

    • Full address

    Action
    Write
nutshell-crm logo
nutshell-crm logo

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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wave logo
wave logo

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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