Create Wave customers from updated Salesforce records
Easily keep your customer data up-to-date between Salesforce and Wave with this seamless workflow. When a record is updated in Salesforce, a corresponding customer will be created in the Wave app, ensuring accurate and consistent information across both platforms. Enhance your CRM process and save valuable time with this automated data management solution.
Easily keep your customer data up-to-date between Salesforce and Wave with this seamless workflow. When a record is updated in Salesforce, a corresponding customer will be created in the Wave app, ensuring accurate and consistent information across both platforms. Enhance your CRM process and save valuable time with this automated data management solution.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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