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Wave + Close Integration

Wave + Close Integration

Connect Wave to Close in 1 click

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Popular Wave + Close Workflows

Wave + Close Integration

Create Close task for new Wave customer

With the growth of Wave, many companies are looking for ways to connect their Wave account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Close every time a customer is created in Wave.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Wave + Close Integration

Create Close contact for new Wave customer

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

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 + Close Integration

Create Close task for new Wave invoice

If you use Wave to manage your invoice, you can also use Close to create and manage task associated with those invoice. Creating a task in Close will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Close + Wave Integration

Create Wave order for new Close opportunity

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Close and Wave work together to make accounting and bookkeeping simple.

When you create a opportunity in Close, it will automatically create an order in Wave. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Close and Wave.
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Close + Wave Integration

Create Wave customer for new Close contact

In order to keep your accounting and customer records in sync, when you create a contact in Close, 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 Close and Wave!
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What Do You Want To Automate?
Wave + Close Integration
When
  • Customer is created in Wave
    Customer is created in Wave
  • Invoice is created in Wave
    Invoice is created in Wave
  • Lead is created using search query in Close
    Lead is created using search query in Close
  • Note is created in Close
    Note is created in Close
  • Contact is created in Close
    Contact is created in Close Instant
  • Call is created in Close
    Call is created in Close Instant
  • Email is created in Close
    Email is created in Close Instant
  • Lead Status change is created in Close
    Lead Status change is created in Close Instant
  • Membership is activated in Close
    Membership is activated in Close Instant
  • Opportunity status change is created in Close
    Opportunity status change is created in Close Instant
  • Email Sequence Subscription created or updated in Close
    Email Sequence Subscription created or updated in Close Instant
  • Call is updated in Close
    Call is updated in Close Instant
  • Export is created in Close
    Export is created in Close Instant
  • Lead is created in Close
    Lead is created in Close Instant
  • Meeting is created in Close
    Meeting is created in Close Instant
  • Opportunity is created in Close
    Opportunity is created in Close Instant
  • SMS is created in Close
    SMS is created in Close Instant
  • Task is created in lead in Close
    Task is created in lead in Close Instant
Automatically
  • Create customer in Wave
    Create customer in Wave
  • Find customer in Wave
    Find customer in Wave
  • Create product in Wave
    Create product in Wave
  • Create invoice in Wave
    Create invoice in Wave
  • Create Money Transaction in Wave
    Create Money Transaction in Wave
  • Create Money Deposit Transaction in Wave
    Create Money Deposit Transaction in Wave
  • Update customer in Wave
    Update customer in Wave
  • Update product in Wave
    Update product in Wave
  • Create contact in Close
    Create contact in Close
  • Create lead in Close
    Create lead in Close
  • Update lead in Close
    Update lead in Close
  • Add address to lead in Close
    Add address to lead in Close
  • Delete logged call in Close
    Delete logged call in Close
  • Delete email in Close
    Delete email in Close
  • Delete email address from contact in Close
    Delete email address from contact in Close
  • Merge two leads in Close
    Merge two leads in Close
  • Create bulk email in Close
    Create bulk email in Close
  • Create bulk sequence subscription action in Close
    Create bulk sequence subscription action in Close
  • Run activity overview report in Close
    Run activity overview report in Close
  • Create call in Close
    Create call in Close
  • Create email in Close
    Create email in Close
  • Create custom activity in Close
    Create custom activity in Close
  • Create export in Close
    Create export in Close
  • Create note in Close
    Create note in Close
  • Create opportunity in Close
    Create opportunity in Close
  • Run sent email report in Close
    Run sent email report in Close
  • Run opportunity report in Close
    Run opportunity report in Close
  • Create smart view in Close
    Create smart view in Close
  • Subscribe Contact to Email Sequence in Close
    Subscribe Contact to Email Sequence in Close
  • Run status change report in Close
    Run status change report in Close
  • Create SMS in Close
    Create SMS in Close
  • Create task in Close
    Create task in Close
  • Update call in Close
    Update call in Close
  • Toggle Forwarding on Phone Number in Close
    Toggle Forwarding on Phone Number in Close
  • Update custom activity in Close
    Update custom activity in Close
  • Update contact in Close
    Update contact in Close
  • Update opportunity in Close
    Update opportunity in Close
  • Update note in Close
    Update note in Close
  • Update smart view in Close
    Update smart view in Close
  • Update email sequence subscription in Close
    Update email sequence subscription in Close
  • Update task in Close
    Update task in Close
  • Search contact in Close
    Search contact in Close
  • Search opportunity in Close
    Search opportunity in Close
  • Search call in Close
    Search call in Close
  • Search custom activity in Close
    Search custom activity in Close
  • Search email sequence subscription in Close
    Search email sequence subscription in Close
  • Search lead in Close
    Search lead in Close
  • Search user in Close
    Search user in Close
  • Search number of Leads in Query in Close
    Search number of Leads in Query in Close
  • Search connected account in Close
    Search connected account in Close
  • Search note in Close
    Search note in Close
  • Search task in Close
    Search task in Close
  • Search activity by id in Close
    Search activity by id in Close

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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All you need to do is select automation and
activate it. That’s it.

Connect Wave to Close Now
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Why Wave & Close Users Integrately

Wave + Close Integration
Ready Automations

Integrate Wave & Close In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wave & Close with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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