Salesforce Essentials + Wave
Add new Wave customers to Salesforce Essentials as records
Easily keep your contacts organized by automatically creating a record in Salesforce Essentials when you add a new customer in Wave. This seamless workflow helps you save time and ensures all your essential contact information is accurately captured in both platforms for efficient tracking and management. Start streamlining your customer onboarding process and focus on building strong relationships with your clients.
Easily keep your contacts organized by automatically creating a record in Salesforce Essentials when you add a new customer in Wave. This seamless workflow helps you save time and ensures all your essential contact information is accurately captured in both platforms for efficient tracking and management. Start streamlining your customer onboarding process and focus on building strong relationships with your clients.
- When this happens...New Customer
Triggers when a new customer is added to a business you choose.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
BusinessRequired
Try ItBusinessRequired
Customer or Company NameRequired
Account Number
Currency
First Name
Last Name
Email
Phone Number
Toll Free Number
Mobile Number
Fax Number
Website
Address1
Address2
City
Country
Postal Code
Shipping Contact
Shipping Delivery Instructions
Shipping Phone Number
Shipping Address1
Shipping Address2
Shipping City
Shipping Country
Shipping Postal Code
BusinessRequired
NameRequired
Description
PriceRequired
BusinessRequired
EmailRequired
BusinessRequired
Try ItBusinessRequired
CustomerRequired
Item Description
Item Price
Item ProductRequired
Item Quantity
Item Taxes
Invoice Currency
Invoice Date
Invoice Number
Invoice Title
Status
Subhead
Footer
Additional Notes
SO or PO Number
Due Date
Exchange Rate
Disable Credit Card Payments?
Amount Title
Item Title
Price Title
Quantity Title
Hide Amount?
Hide Description?
Hide Item?
Hide Price?
Hide Quantity?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
BusinessRequired
NameRequired
