Salesforce + Wave
Create new Wave customers from new Salesforce contacts
Stay organized and productive by instantly turning any new Salesforce contacts into customers in your Wave app. This workflow is ideal for businesses who rely on Salesforce for lead generation and Wave for their financial tasks. By seamlessly linking these tools, managing customer information becomes a much simpler, more efficient process.
Stay organized and productive by instantly turning any new Salesforce contacts into customers in your Wave app. This workflow is ideal for businesses who rely on Salesforce for lead generation and Wave for their financial tasks. By seamlessly linking these tools, managing customer information becomes a much simpler, more efficient process.
- When this happens...New Contact
Triggers when a new Contact is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
