Wave + Zoho CRM
Create invoices in Wave for new leads in Zoho CRM
Effortlessly manage your invoicing process by connecting Zoho CRM and Wave. With this workflow, every time a new lead is added in Zoho CRM, an invoice will be created in Wave for that lead. This seamless integration helps you save time, maintain accuracy, and focus on nurturing leads and growing your business.
Effortlessly manage your invoicing process by connecting Zoho CRM and Wave. With this workflow, every time a new lead is added in Zoho CRM, an invoice will be created in Wave for that lead. This seamless integration helps you save time, maintain accuracy, and focus on nurturing leads and growing your business.
- 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!Create Invoice
Creates a new invoice.
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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
