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B2B Wave + Method CRM

Create new Method CRM customers or customer leads from new B2B Wave customers

Expand your business capabilities with this efficient workflow. When a new customer is added in B2B Wave, their details get instantly linked to Method CRM as a customer or customer lead (QuickBooks only). This smart automation enhances your customer tracking and record-keeping abilities, saving you valuable time and reducing manual data entry.

Expand your business capabilities with this efficient workflow. When a new customer is added in B2B Wave, their details get instantly linked to Method CRM as a customer or customer lead (QuickBooks only). This smart automation enhances your customer tracking and record-keeping abilities, saving you valuable time and reducing manual data entry.

  1. When this happens...
    B2B WaveB2B Wave
    New Customer

    Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    Method CRMMethod CRM
    Add Customer or Customer Lead (QuickBooks Only)

    Adds a new customer or customer lead

    ActionWrite
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Supported triggers and actions

    • Hours Ago CreatedRequired

    • Created After Date

    Trigger
    Polling
    Try It

    • Approved

    Trigger
    Polling
    Try It
  • B2B Wave triggers, actions, and search

    Order Status Update

    Triggers when an order status is changed

    Trigger
    Polling
    Try It

    • EmailRequired

    • Company NameRequired

    • NameRequired

    • Is Active

    • Phone

    • Pricelist IDRequired

    • VAT Group ID

    • Address

    • Address Line 2

    • City

    • State

    • Country (2-letter code)

    • Postal Code

    • Company Number

    • Tax ID

    • Sales Rep ID

    • Customer Reference Code

    • Same Address For Billing

    • Billing Address

    • Billing Address Line 2

    • Billing City

    • Billing State

    • Billing Country (2-letter code)

    • Billing Postal Code

    • Billing Company Name

    • Billing Name

    • Billing Tax ID

    • Billing Tax Office

    • MSRP Pricelist ID

    • Disable Ordering

    Action
    Write
  • B2B Wave triggers, actions, and search

    New Addressbook

    Triggers when a new addressbook is created.

    Trigger
    Polling
    Try It
  • B2B Wave triggers, actions, and search

    New Order

    Triggers when a new order is created.

    Trigger
    Polling
    Try It
  • B2B Wave triggers, actions, and search

    New Product

    Triggers when a new product is created.

    Trigger
    Polling
    Try It

    • Product Code (SKU)

    • NameRequired

    • Category ID

    • Category Path

    • Description

    • Is Active

    • Quantity

    • Status ID

    • VAT Class ID

    • Minimum Quantity

    • Quantity Monitor

    • Image URL

    • URL

    • UPC

    • MPN

    • Barcode

    • Manufacturer ID

    • Reference Code

    • Cost

    • Is Private

    • Estimated Availability Date

    Action
    Write
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b2b-wave logo

About B2B Wave

B2B Wave is the easiest cloud B2B eCommerce solution for distributors, wholesalers, and manufacturers

Related categories

  • eCommerce
method-crm logo
method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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