Wave + PipelineDeals Integration

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Wave + PipelineDeals Integration

Create PipelineDeals company from new Wave invoice

If you're a small business owner who uses Wave to manage your finances, you may be wondering if there's a way to automatically create a company profile in PipelineDeals whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with PipelineDeals and Wave!
Wave + PipelineDeals Integration

Create PipelineDeals 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 PipelineDeals 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 + PipelineDeals Integration

Create PipelineDeals person for new Wave customer

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

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 + PipelineDeals Integration

Create PipelineDeals task for new Wave invoice

If you use Wave to manage your invoice, you can also use PipelineDeals to create and manage task associated with those invoice. Creating a task in PipelineDeals 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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PipelineDeals + Wave Integration

Create Wave customer from new PipelineDeals company

If you have created a company in PipelineDeals, it's important to create a customer in Wave. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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PipelineDeals + Wave Integration

Create Wave order for new PipelineDeals deal

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

When you create a deal in PipelineDeals, 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 PipelineDeals and Wave.
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PipelineDeals + Wave Integration

Create Wave customer for new PipelineDeals person

In order to keep your accounting and customer records in sync, when you create a person in PipelineDeals, 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 PipelineDeals and Wave!
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Wave + PipelineDeals Integration
1.
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
  • PipelineDeals
    Person is created in PipelineDeals Instant
  • PipelineDeals
    Company is created in PipelineDeals Instant
  • PipelineDeals
    Deal is created in PipelineDeals Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals Instant
  • PipelineDeals
    Deal is moved in PipelineDeals Instant
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
  • PipelineDeals
    Create Deal in PipelineDeals
  • PipelineDeals
    Update Deal in PipelineDeals
  • PipelineDeals
    Create Person in PipelineDeals
  • PipelineDeals
    Update Person in PipelineDeals
  • PipelineDeals
    Create Company in PipelineDeals
  • PipelineDeals
    Update Company in PipelineDeals
  • PipelineDeals
    Search company in PipelineDeals
  • PipelineDeals
    Search deal in PipelineDeals
  • PipelineDeals
    Create Task in PipelineDeals
  • PipelineDeals
    Create Activity (Note) in PipelineDeals
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