Create Wave customers from new Zoho CRM module entries
Easily streamline your customer management process with this workflow that connects Zoho CRM and Wave. Whenever a new module entry is added in Zoho CRM, a customer will be created in Wave, ensuring your data stays up-to-date and organized without manual intervention. Improve efficiency and save time by automating this essential task.
Easily streamline your customer management process with this workflow that connects Zoho CRM and Wave. Whenever a new module entry is added in Zoho CRM, a customer will be created in Wave, ensuring your data stays up-to-date and organized without manual intervention. Improve efficiency and save time by automating this essential task.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It