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Agile CRM + Wave

Create new Wave customers from new contacts in Agile CRM

Streamline your workflow with this Agile CRM to Wave automation. When a new contact is added to your Agile CRM, this tool will promptly create a customer profile in Wave. Making use of this seamless integration saves you the time and effort of manual data entry, keeping your focus on building strong customer relationships.

Streamline your workflow with this Agile CRM to Wave automation. When a new contact is added to your Agile CRM, this tool will promptly create a customer profile in Wave. Making use of this seamless integration saves you the time and effort of manual data entry, keeping your focus on building strong customer relationships.

  1. When this happens...
    Agile CRMAgile CRM
    New Contact

    Triggers when a new contact is add in AgileCRM.

    TriggerScheduled
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Case

    Triggers when a new case is added in Agile CRM.

    Trigger
    Scheduled
    Try It
    • Ticket FilterRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Related categories

  • CRM (Customer Relationship Management)

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wave logo
wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

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