Salesforce + Wave
Create Wave customers from new Salesforce records
Effortlessly keep your customer data up to date between Salesforce and Wave with this streamlined workflow. When a new record is added in Salesforce, this automation will instantly create a customer in the Wave app, ensuring that your financial data remains accurate and organized. Say goodbye to manual data entry and easily maintain synchronized customer information across both platforms.
Effortlessly keep your customer data up to date between Salesforce and Wave with this streamlined workflow. When a new record is added in Salesforce, this automation will instantly create a customer in the Wave app, ensuring that your financial data remains accurate and organized. Say goodbye to manual data entry and easily maintain synchronized customer information across both platforms.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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