.svg){kind=icon}
How to connect Close CRM and Wave
Create a New Scenario to Connect Close CRM and Wave
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Wave will be your first step. To do this, click "Choose an app," find Close CRM or Wave, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
+
1
Close CRM
Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Wave Node
Next, click the plus (+) icon on the Close CRM node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.
1
Close CRM
âš™
+
2
Wave
Authenticate Wave
Now, click the Wave node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wave settings. Authentication allows you to use Wave through Latenode.
Configure the Close CRM and Wave Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Wave Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
Wave
1
Trigger on Webhook
âš™
2
Close CRM
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Close CRM, Wave, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Wave integration works as expected. Depending on your setup, data should flow between Close CRM and Wave (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Wave
Close CRM + Wave + Slack: When a lead's status changes in Close CRM, create an invoice for them in Wave. Then, send a message to a Slack channel to notify the sales team.
Wave + Close CRM + Google Sheets: When a new invoice is created in Wave, create a new customer in Close CRM and log customer data into a Google Sheet.
Close CRM and Wave integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
Similar apps
Related categories
About Wave
Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.
Related categories
See how Latenode works
.svg)
.png)
FAQ Close CRM and Wave
How can I connect my Close CRM account to Wave using Latenode?
To connect your Close CRM account to Wave on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wave invoices from won Close CRM deals?
Yes, you can! Latenode automates invoice creation, saving time. Easily trigger Wave invoice generation when deals close in Close CRM, ensuring prompt billing and efficient financial management.
What types of tasks can I perform by integrating Close CRM with Wave?
Integrating Close CRM with Wave allows you to perform various tasks, including:
- Create Wave invoices automatically when a deal reaches a specific stage.
- Update invoice status in Wave when payment is received in Close CRM.
- Sync customer data between Close CRM and Wave for accurate record-keeping.
- Generate financial reports in Wave based on Close CRM sales data.
- Send payment reminders via Close CRM based on Wave invoice due dates.
HowsecureisthedatabetweenCloseCRMandWaveonLatenode?
Latenode employs robust encryption and secure protocols for data transmission between Close CRM and Wave, ensuring your financial information remains protected at all times.
Are there any limitations to the Close CRM and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Close CRM and Wave might require custom solutions.
- Complex custom fields in Close CRM may require JavaScript for proper mapping to Wave.
- The integration relies on the availability of the Close CRM and Wave APIs.
