Zendesk Sell + Wave Integration

Connect Zendesk Sell to Wave - Automate your workflows in 1-click

Make use of Zendesk Sell automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Wave automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Combine the benefits of both with Integrately’s Zendesk Sell + Wave integration.
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Zendesk Sell + Wave Integration

Create Wave order for new Zendesk Sell deal

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

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

Create Wave customer for new Zendesk Sell contact

In order to keep your accounting and customer records in sync, when you create a contact in Zendesk Sell, 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 Zendesk Sell and Wave!
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Wave + Zendesk Sell Integration

Create Zendesk Sell 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 Zendesk Sell whenever an invoice is created.

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

Create Zendesk Sell 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 Zendesk Sell 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 + Zendesk Sell Integration

Create Zendesk Sell contact for new Wave customer

If you are using Wave, then you may want to also use Zendesk Sell 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 Zendesk Sell.

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 + Zendesk Sell Integration

Create Zendesk Sell task for new Wave invoice

If you use Wave to manage your invoice, you can also use Zendesk Sell to create and manage task associated with those invoice. Creating a task in Zendesk Sell 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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Zendesk Sell + Wave Integration
1.
  • Zendesk Sell
    Deal is created in Zendesk Sell

    Triggers the automation when a deal is created

  • Zendesk Sell
    Deal stage is changed in Zendesk Sell

    Triggers the automation when the deal stage is changed

  • Zendesk Sell
    Deal is updated in Zendesk Sell

    Triggers the automation when a deal is updated

  • Zendesk Sell
    Contact is created in Zendesk Sell

    Triggers the automation when a new contact is created

  • Zendesk Sell
    Contact is updated in Zendesk Sell

    Triggers the automation when a contact is updated

  • Zendesk Sell
    Task is created in Zendesk Sell

    Triggers the automation when a new task is created

  • Zendesk Sell
    Lead is created in Zendesk Sell

    Triggers the automation when a new lead is created

  • Zendesk Sell
    Lead is updated in Zendesk Sell

    Triggers the automation when the lead information is updated

  • Zendesk Sell
    Note is created in Zendesk Sell

    Triggers the automation when a new note is created

  • Zendesk Sell
    Product is created in Zendesk Sell

    Triggers the automation when a new product is created

  • Wave
    Invoice is created in Wave

    Triggers the automation when any invoice is added or modified

  • Wave
    Customer is created in Wave

    Triggers the automation when a new customer is created

2.
  • Zendesk Sell
    Create lead in Zendesk Sell

    Generates new leads for potential customers

  • Zendesk Sell
    Update lead in Zendesk Sell

    Updates the lead information

  • Zendesk Sell
    Search lead in Zendesk Sell

    Retrieves information for a particular lead

  • Zendesk Sell
    Create person in Zendesk Sell

    Generates a new person

  • Zendesk Sell
    Update person in Zendesk Sell

    Updates the information of a person

  • Zendesk Sell
    Search contact in Zendesk Sell

    Finds and retrieves contact information

  • Zendesk Sell
    Create deal in Zendesk Sell

    Generates a new deal with

  • Zendesk Sell
    Search deal in Zendesk Sell

    Retrieves and find a deal

  • Zendesk Sell
    Update deal in Zendesk Sell

    Updates deal information based on new criteria or changes

  • Zendesk Sell
    Create company in Zendesk Sell

    Generates a new company profile with given details

  • Zendesk Sell
    Update company in Zendesk Sell

    Updates company information

  • Zendesk Sell
    Search company in Zendesk Sell

    Finds information about a company

  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell

    Enrolls a contact into a sequence

  • Zendesk Sell
    Search sequence in Zendesk Sell

    Searches for a sequence

  • Zendesk Sell
    Search user in Zendesk Sell

    Searches for a user

  • Zendesk Sell
    Create task in Zendesk Sell

    Creates a new task

  • Zendesk Sell
    Update task in Zendesk Sell

    Updates the task with new information or changes

  • Zendesk Sell
    Create note in Zendesk Sell

    Creates a new note in the particular format

  • Zendesk Sell
    Create product in Zendesk Sell

    Generates and launch new products

  • Zendesk Sell
    Update product in Zendesk Sell

    Updates product information

  • Zendesk Sell
    Search products in Zendesk Sell

    Searches for products

  • Zendesk Sell
    Search deal sources in Zendesk Sell

    Scan and retrieve the source of a particular deal

  • Zendesk Sell
    Search lead sources in Zendesk Sell

    Searches for lead sources

  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell
  • Wave
    Create invoice in Wave

    Generates invoices for sales transactions

  • Wave
    Create customer in Wave

    Adds a new customer to the database

  • Wave
    Search customer in Wave

    Locates and retrieves customer information

  • Wave
    Create Money Transaction in Wave

    Creates a new money transaction

  • Wave
    Create Money Deposit Transaction in Wave

    Creates a new money deposit transaction

  • Wave
    Update customer in Wave

    Updates a customer's information

  • Wave
    Update product in Wave

    Updates product information

  • Wave
    Create product in Wave

    Generates and launch new products

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