Wave + PersistIQ Integration

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PersistIQ + Wave Integration

Create Wave customer for new PersistIQ prospect

In order to keep your accounting and customer records in sync, when you create a prospect in PersistIQ, this automation will automatically create a customer in Wave.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with PersistIQ and Wave!
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Wave + PersistIQ Integration

Create PersistIQ prospect for new Wave customer

If you are using Wave, then you may want to also use PersistIQ to manage your customer relationships. With the help of this automation, whenever you create a customer in Wave, a corresponding prospect will be created in PersistIQ.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Wave + PersistIQ Integration
1.
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • Wave
    Create invoice in Wave
  • Wave
    Create customer in Wave
  • Wave
    Search customer in Wave
  • Wave
    Create Money Transaction in Wave
  • Wave
    Create Money Deposit Transaction in Wave
  • Wave
    Update customer in Wave
  • Wave
    Update product in Wave
  • Wave
    Create product in Wave
  • PersistIQ
    Add prospect to campaign in PersistIQ
  • PersistIQ
    Create or update prospect in PersistIQ
  • PersistIQ
    Create prospect in PersistIQ
  • PersistIQ
    Update prospect status in PersistIQ
  • PersistIQ
    Add do not contact domain in PersistIQ
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