Pipedrive + Wave integrations
Create new Pipedrive leads from new Wave customers
With this workflow, the moment a new customer comes onboard in Wave, it instantly crafts a lead in Pipedrive. Seamlessly transferring customer information between your accounting and sales environments, this process not only spares you hands-on data entry but also keeps you on track with your sales cycle, capturing new customer data as it surfaces in Wave. Experience efficient customer relationship management with this real-time data link between Wave and Pipedrive.
- When this happens...New CustomerTriggers when a new customer is added to a business you choose.
- automatically do this!Create LeadCreates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Wave and Pipedrive
Discover other triggers and actions you can use with Wave and Pipedrive
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
ActionWrite- BusinessRequired
- NameRequired
- Description
- PriceRequired
ActionWrite- BusinessRequired
- EmailRequired
ActionSearch
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
ActionWrite- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
ActionWrite- BusinessRequired
- NameRequired
ActionSearch
Related categories
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.
Related categories
Related Zap Templates
- Create Wave customers from new Pipedrive deals
- Create invoices in Wave for new deals in Pipedrive
- Create Wave customers from updated Pipedrive persons
- Create Wave customers from new Pipedrive organizations
- Add new Wave customers and create corresponding Pipedrive people automatically
- Create Pipedrive deals for new Wave customers
- Create Wave customers for new Pipedrive leads
- Update Pipedrive deals when new Wave invoices appear
- Record sales in Wave for new Pipedrive deals matching filters
- Create new Wave sales records from Pipedrive deals
- Create new Pipedrive deals for Wave customers
- Create Pipedrive activities for new Wave invoices
- Create Pipedrive activities for new Wave customers
- Create Wave customers from new Pipedrive activity matching filters
- Create Wave invoices for new Pipedrive deals matching specific filters
- Create Wave customers from new Pipedrive deal matching filters
- Create invoices in Wave for new Pipedrive leads
- Create invoices in Wave for new Pipedrive activities
- Update customers in Wave when deal stages are updated in Pipedrive









