Your CRM is a powerful tool inside your business, for many it may even be the hub with the amount of valuable information it contains about your customers. Connect it directly to your finance app with the help of Zapier, and ensure that your customers and contacts exist across all of your important business apps.
How It Works
- You have a new contact in Revamp CRM
- Zapier creates a customer in Wave
What You Need
- Revamp CRM
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
It's easy to connect Revamp CRM + Wave and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new deal is created.
Creates a new Deal.
Triggers when a new customer is created.
Creates a new person.
Triggers when a new task is created.
Creates a new Task.
Triggers when a new customer is added to a business you choose.
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Triggers when a new invoice is created.
Creates a new invoice.
You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.