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.
- When this happens...Lead Won
Triggers when a lead is won.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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