HubSpot and Wave Integration

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Automatically create Wave invoices from new HubSpot deals, ensuring seamless sales and accounting alignment. Latenode's visual editor and affordable execution pricing make scaling this essential workflow easier than ever, even with custom logic.

Swap Apps

HubSpot

Wave

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect HubSpot and Wave

Create a New Scenario to Connect HubSpot 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 HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Wave will be your first step. To do this, click "Choose an app," find HubSpot or Wave, and select the appropriate trigger to start the scenario.

Add the HubSpot Node

Select the HubSpot node from the app selection panel on the right.

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HubSpot

Configure the HubSpot

Click on the HubSpot node to configure it. You can modify the HubSpot URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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HubSpot

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Connect HubSpot

Sign In

Run node once

Add the Wave Node

Next, click the plus (+) icon on the HubSpot node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.

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HubSpot

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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.

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HubSpot

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Wave

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Connect Wave

Sign In

Run node once

Configure the HubSpot 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.

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The action ID

Run node once

Set Up the HubSpot 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.
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Trigger on Webhook

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Save and Activate the Scenario

After configuring HubSpot, 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 HubSpot and Wave integration works as expected. Depending on your setup, data should flow between HubSpot 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 HubSpot and Wave

HubSpot + Wave + Slack: When a new deal is closed in HubSpot, an invoice is created in Wave, and a notification is sent to the sales team in Slack to inform them about the new invoice.

Wave + HubSpot + Zoom: When a Wave invoice is created, create or update a contact in HubSpot and schedule a follow-up meeting in Zoom.

HubSpot and Wave integration alternatives

About HubSpot

Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.

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.

See how Latenode works

FAQ HubSpot and Wave

How can I connect my HubSpot account to Wave using Latenode?

To connect your HubSpot account to Wave on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select HubSpot and click on "Connect".
  • Authenticate your HubSpot and Wave accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Wave invoices from new HubSpot deals?

Yes, you can! Latenode's visual editor makes this easy, with options for custom logic & data transformation. Streamline accounting & reduce manual data entry efforts.

What types of tasks can I perform by integrating HubSpot with Wave?

Integrating HubSpot with Wave allows you to perform various tasks, including:

  • Create Wave invoices automatically when a deal closes in HubSpot.
  • Update contact information in Wave when a contact is updated in HubSpot.
  • Generate financial reports in Wave based on HubSpot sales data.
  • Trigger HubSpot workflows when a payment is received in Wave.
  • Synchronize customer data between HubSpot and Wave.

How much customization is possible when syncing HubSpot data to Wave?

Latenode provides full customization via JavaScript blocks, allowing precise control over data mapping & transformation between HubSpot and Wave.

Are there any limitations to the HubSpot and Wave integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript knowledge.
  • Real-time synchronization depends on the API limits of both apps.
  • Historical data migration requires careful planning.

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