Close + Wave Integration

Connect Close to Wave in 1 click

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1.
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.

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Ready Workflows Ready Workflows   for Close + Wave Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
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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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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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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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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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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Automations

Top 10 Most Popular Close Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate

Top 10 Most Popular Wave Automations from
Integrately Community

Most popularmost-popular-automations
01
Stripe logo
Wave logo
Create Wave invoice for new Stripe charge
02
WooCommerce logo
Wave logo
Create Wave customer for new WooCommerce customer
03
Agiled logo
Wave logo
Create Wave customer from new Agiled contact
04
Authorize.Net logo
Wave logo
Create Wave invoice for new Authorize.Net transaction
05
Wave logo
Google Calendar logo
Create Google Calendar event for new Wave order
cloud
Wave
app integration
06
Stripe logo
Wave logo
Create Wave customer for new Stripe contact
07
Shopify logo
Wave logo
Create Wave invoice for new Shopify order
08
Square logo
Wave logo
Create Wave customer for new Square customer
09
Wave logo
Monday.com logo
Create Monday.com item for new Wave customer
10
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
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2
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Want to automate something else in your workflow?

You Can Also Connect Close or Wave With 1400+ Other Apps

Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
Wave
Wave
Wave simplifies your finances by bringing together all your accounts, bills, expenses and invoices in one place. Get a complete view of your cash flow at a glance, and always know where you stand.