DashClicks + Wave
Create Wave customers from new DashClicks businesses for efficient management
Streamline your customer management process with this smart workflow. When a new business contact is added in DashClicks, it creates a corresponding customer profile in Wave. This seamless integration ensures your customer data in Wave stays up-to-date with no extra work on your part. Boost your productivity and focus more on growing your business.
Streamline your customer management process with this smart workflow. When a new business contact is added in DashClicks, it creates a corresponding customer profile in Wave. This seamless integration ensures your customer data in Wave stays up-to-date with no extra work on your part. Boost your productivity and focus more on growing your business.
- When this happens...New Business (Contacts)
Triggers when a new business is added to the Contacts App.
- 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
New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Try ItNew Person (Contacts)
Triggers when a new person is added to the Contacts App.
Try ItWhich pipeline should we watch for new deals?Required
Try ItWhich pipeline should we watch for deal status changes?Required
When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Try It
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Try ItPerson Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Try ItWhich pipeline should we watch for deal stage changes?Required
When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Try ItWhich funnel should we watch for optins?Required
When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Try It
