Close CRM and Wave integration
Automate Close CRM + Wave workflows
Automate your sales and accounting workflows by connecting Close CRM with Wave. Sync customer data, track invoices, and streamline financial records without manual data entry.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Wave — from both apps.
New Lead (Instant)
New Customer
New Invoice
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Close CRM
Authenticate Close CRM in Latenode's Credentials panel. You'll need access to your Close CRM account and permissions to create connections.
Connect Wave
Add Wave credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Close CRM + Wave automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Wave
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and Wave. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Close CRM
Close CRM is a powerful sales communication platform designed to help teams manage leads and close deals more effectively. With features such as built-in calling, automated follow-ups, customizable workflows, and detailed reporting, Close CRM streamlines the sales process by consolidating all communication and data in one place. Its intuitive interface allows users to track interactions, prioritize tasks, and collaborate seamlessly, making it an essential tool for sales teams looking to enhance productivity and drive revenue growth.
Learn moreAbout Wave
Wave is an all-in-one accounting and invoicing software designed for small businesses, offering easy invoicing, expense tracking, and financial reporting. With features like customizable invoices, automated payment reminders, and intuitive dashboard analytics, Wave simplifies financial management, allowing users to manage their finances efficiently and gain insights into their business performance. Plus, it integrates seamlessly with various payment processors, making it easy to get paid faster.
Learn moreStart automating Close CRM + Wave today
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
Free plan · No credit card · 5-minute setup