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Freshworks CRM + Wave Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and Wave

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About Wave

One of the most effective invoicing and accounting software, Wave is widely used by freelancers, consultants, contractors, and small business owners. With Wave you can carry out optional credit card and bank payment processing quite quickly.

Wave Integrations
Wave Alternatives

Looking for the Wave Alternatives? Here is the list of top Wave Alternatives

  • Xero Xero

Best ways to Integrate Freshworks CRM + Wave

  • Freshworks CRM Wave

    Freshworks CRM + Wave

    Create Customer to Wave from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Wave Create Customer
  • Freshworks CRM Wave

    Freshworks CRM + Wave

    Create Invoice to Wave from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Wave Create Invoice
  • Freshworks CRM Wave

    Freshworks CRM + Wave

    Create Product or Service to Wave from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Wave Create Product or Service
  • Freshworks CRM Wave

    Freshworks CRM + Wave

    Record Transaction in Wave when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Wave Record Transaction
  • Freshworks CRM Wave

    Freshworks CRM + Wave

    Create Customer to Wave from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Wave Create Customer
  • Freshworks CRM {{item.actionAppName}}

    Freshworks CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshworks CRM + Wave in easier way

It's easy to connect Freshworks CRM + Wave without coding knowledge. Start creating your own business flow.

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Customer

    Triggers when a new customer is added to a business you choose.

  • New Invoice

    Triggers when a new invoice is created.

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Customer

    Creates a customer in a business that you choose.

  • Create Invoice

    Creates a new invoice.

  • Create Product or Service

    Creates a product or service in a business that you choose.

  • Record Transaction

    Records a transaction in a business.

How Freshworks CRM & Wave Integrations Work

  1. Step 1: Choose Freshworks CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wave as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshworks CRM to Wave.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshworks CRM and Wave

Freshworks CRM

Freshworks CRM is the latest computerized customer relationship management software. It is one of the most effective and efficient ways to manage customer contacts and improve sales, marketing, and customer service. The software’s features are designed to be compatible with all devices, including computers and smartphones, and it allows users to access their information from anywhere at any time.

Freshworks CRM is easy to use and has a user-friendly interface. It also has an effective dashboard that provides information on the status of each campaign and lets users know at a glance if they are meeting their objectives. The software allows users to view their clients’ data on individual pages and update those profiles quickly and easily.

The software features “smart themes” that allow users to customize the look and feel of their site. They can choose from dozens of professionally designed templates and add images, video, and other multimedia content easily without having to write code.

Wave

Wave is a cloud-based platform for managing email chains and cplaborating on documents, spreadsheets, or presentations. It can be used in conjunction with Freshworks CRM, so users can keep track of their contacts and projects while they are corresponding via email or working together on a shared document.

Wave allows users to create different categories of contacts and categorize their emails by topic. It features a plug-in for Google Drive that works with Microsoft Word, PowerPoint, and Excel. The plug-in allows users to create documents, spreadsheets, and presentations online without having to download them from the cloud onto their desktop computers. Users can work together on shared thematic files and edit them cplaboratively, which makes it easier for teams to work together without having to spend time correcting mistakes.

Integration of Freshworks CRM and Wave

Integration of Freshworks CRM and Wave allows users to manage their contacts more effectively. With integration, Wave becomes more than just a top for creating and editing documents, spreadsheets, or presentations. It becomes a way for users to build a database of contacts that they can search when they are trying to reach out to clients or prospective customers.

When users integrate Wave with Freshworks CRM, they can instantly see the contact profiles of people they are corresponding with through email. These profiles display every bit of information that users have gathered about their contacts through Freshworks CRM, including phone numbers, email addresses, physical addresses, date of birth, job titles, company names, Twitter handles, and more. This information helps users personalize emails so they will seem more familiar to recipients and increase the chances that those recipients will respond positively to them.

Benefits of Integration of Freshworks CRM and Wave

Integration of Freshworks CRM and Wave saves users time by allowing them to manage their contacts in one place. It also makes it easier for users to share information with others who may need it when working on a project or building a campaign. Since integration simplifies the process of sending emails, it improves communication between team members and makes it easier for teams to achieve their goals without being slowed down by delays or miscommunications.

The process to integrate Freshworks CRM and Wave may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.