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Set up your first integration
Quickly connect Wave to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Wave with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Customer" from Wave.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Wave and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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
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Practical ways you can use Wave and Zoho CRM
Add new Zoho CRM leads to Wave as customers
When a new lead is added to Zoho CRM, Zapier creates a corresponding customer in Wave automatically. This ensures your customer database in Wave mirrors your leads in Zoho CRM, making it easier to manage finances as your sales pipeline grows.
Business OwnerSync new customers in Wave to Zoho CRM as contacts
With every new customer added in Wave, Zapier will automatically add them as contacts in Zoho CRM. This streamlines the process of keeping your CRM updated for targeted email campaigns and marketing efforts.
Marketing & Marketing OpsLearn how to automate Wave on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Wave + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Wave and Zoho CRM
How can I connect Wave with Zoho CRM through our service?
To connect Wave with Zoho CRM, you need to set up a Zap using our platform. Begin by selecting Wave as the trigger app and choose a specific trigger event like 'New Customer' or 'New Invoice.' Next, select Zoho CRM as the action app and specify an action such as 'Create/Update Contact' or 'Create Lead.' This integration enables data to flow seamlessly between the two platforms based on your configuration.
What are the trigger options available when integrating Wave with Zoho CRM?
When integrating Wave with Zoho CRM via our platform, the available triggers from Wave include events like 'New Customer,' 'New Invoice,' and 'Invoice Paid.' Each of these triggers initiates an action in Zoho CRM, which you set up during the integration process.
Can I update existing records in Zoho CRM using information from Wave?
Yes, you can update existing records in Zoho CRM using information from Wave. By setting a Zap where the trigger is an event like 'Invoice Paid' in Wave, you can choose actions such as 'Update Contact' or 'Update Lead' in Zoho CRM to modify existing records based on the incoming data.
Is it possible to only transfer specific invoices from Wave to Zoho CRM?
While integrating through our service, you can filter which invoices are transferred from Wave to Zoho CRM by applying filter steps within your Zap. Set conditions that suit your needs, like transferring only paid invoices or those that exceed a certain amount. This way, only relevant data will be pushed into your Zoho CRM.
How do I handle errors during integration between Wave and Zoho CRM?
During integration setup between Wave and Zoho CRM, any errors encountered will be logged in your task history for review. You can troubleshoot issues by checking these logs for error messages or contact our support for further assistance. Ensure all fields are correctly mapped and that both accounts have appropriate permissions set.
What types of actions can be triggered in Zoho CRM when a new customer is added in Wave?
When a new customer is added in Wave and used as a trigger via our service, actions in Zoho CRM can include creating a new contact entry, updating existing contact information if it matches certain criteria, or even generating a follow-up task for your sales team.
Do I require technical skills to integrate Wave with Zoho CRM using this service?
No technical skills are required to integrate Wave with Zoho CRM using our platform. The process involves selecting triggers and actions from dropdown menus and linking accounts through user-friendly prompts. We provide step-by-step guidance throughout the setup process ensuring ease of use even for beginners.
