Wave + Zoho CRM
Create sales records in Wave from new leads in Zoho CRM
Effortlessly manage your sales by connecting Zoho CRM to Wave with this seamless workflow. When a new lead enters your Zoho CRM, the system will automatically record a sale in your Wave app, keeping your financial records up-to-date. Simplify your sales process and stay organized with this time-saving automation.
Effortlessly manage your sales by connecting Zoho CRM to Wave with this seamless workflow. When a new lead enters your Zoho CRM, the system will automatically record a sale in your Wave app, keeping your financial records up-to-date. Simplify your sales process and stay organized with this time-saving automation.
- When this happens...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.
- automatically do this!Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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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
