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Integrate Wave with Freshworks CRM

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

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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.

About Freshworks CRM

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

Freshworks CRM Integrations

Best ways to Integrate Wave + Freshworks CRM

  • Wave Integration Freshworks CRM Integration

    Wave + Freshworks CRM

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

    Wave + Freshworks CRM

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

    Wave + Freshworks CRM

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

    Wave + Freshworks CRM

    Add Appointment in Freshworks CRM when New Customer is created in Wave Read More...
    Close
    When this happens...
    Wave Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Wave Integration Freshworks CRM Integration

    Wave + Freshworks CRM

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

    Wave + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

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

  • New Invoice

    Triggers when a new invoice is created.

  • 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.

    Actions
  • 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.

  • Update Customer

    Update a customer in a business that you choose.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Wave & Freshworks CRM Integrations Work

  1. Step 1: Choose Wave 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 Freshworks CRM 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 Wave to Freshworks CRM.

    (2 minutes)

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