Create Wave customers from Insightly contacts

Your CRM is a powerful tool inside your business, for many it may even be the hub with the amount of valuable information it contains about your customers. Connect it directly to your finance app with the help of Zapier, and ensure that your customers and contacts exist across all of your important business apps.

How It Works

  1. You have a new contact in Insightly
  2. Zapier creates a customer in Wave

What You Need

  • Insightly account
  • Wave account
Create Wave customers from Insightly contacts
Insightly integration logo

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Wave integration logo

Wave helps manage invoices, credit card payments, accounting & payroll.

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