By Making Wave and HubSpot Talk
Individually, both Wave and HubSpot are great systems.
However, when used together, they can give you superpowers! Integrate HubSpot with Wave to improve your workflow and customer experience. Try easy data synchronization for free today!
Boost Your
Success
There are numerous advantages to synchronizing your CRM with Wave, but the ultimate benefit lies in the saved time and the enhanced accuracy and quality of your work processes and products. A seamless workflow and the delivery of precise and effective services not only delight your customers but also foster loyalty, reducing the need for rework and error correction.
Here's a breakdown of the corresponding data types that are synchronized both ways between Wave and HubSpot!
This is Synced Between Wave and HubSpot
By syncing Wave Financials with HubSpot, you can seamlessly connect your financial data with your sales and marketing activities, enabling a holistic view of your customers and business operations. Here are some of the benefits you can achieve with Making Wave Talk:
Benefits of Syncing Wave with HubSpot
Automated sync for orders, prices, and contact data means faster, error-free invoicing, ensuring timely payments and improving cash flow. Get your billing on point and get happy customers!
Get Paid Fast
Having a 360° view of your customer's order history and sales interactions empowers you to deliver personalized, timely services, elevating customer satisfaction and building long-term relationships.
Deliver Excellent Customer Service
Utilize Wave' invoicing capabilities and generate and send invoices directly from HubSpot. Payment tracking and customer records are updated automatically, ensuring accurate financial records at all times.
Easy Invoicing & Payment Tracking
By getting existing and previous customers and their order history into HubSpot you can create perfect tailored marketing campaigns based on historical data.
Engage Your Customers
Keeping products, product prices and product info up-to-date in HubSpot will help your sales team to deliver quality quotes to customers.
Deliver Quality Quotes
With an automated and continuous sync between your systems you’ll eliminate the need for manual data entry and migration and minimize errors. This will free up your team and boost collaboration across departments.
Get Happy Employees
With instant access to financial data in HubSpot, your sales team can work more efficiently, make informed decisions, tailor their approach to individual customers, and close deals faster.
Simplify Sales
Automate the synchronization of orders between your systems to optimize order management processes with efficiency and precision. This seamless integration ensures that orders in Wave are automatically reflected as accepted deals in HubSpot. This means that all customers in HubSpot can access a comprehensive history of their purchases. In this setup, a "deal" represents an offer. When a deal is accepted by the customer in HubSpot, it seamlessly transitions into an order in Wave, ensuring a smooth and coordinated workflow.
Deals
Invoice
Synchronizing customer data CRM and ERP systems enables you to gain valuable insights into customer interactions across multiple channels, including purchases, support inquiries, and marketing campaigns. In this synchronization process, companies registered in Wave as customers will appear as companies in HubSpot. Conversely, companies in HubSpot that aren't yet customers will not be transferred to Wave until they have a confirmed deal.
Companies
Customers
Contact synchronization between your CRM and ERP systems simplifies the process of associating invoices with the correct contacts, improving communication and record-keeping. This ensures that your contact data remains accurate and up to date across both platforms. Through this synchronization process, all contacts in Wave are transferred as contacts in HubSpot. However, only contacts associated with a deal in HubSpot will be transferred to Wave. This means that you will have a comprehensive list of contacts in Wave, including those who have made purchases, facilitating effective communication with your customers.
Contacts
Contact
Achieve seamless synchronization of product information, including prices, between HubSpot and Wave, ensuring that all your product data is consistently accurate in both systems. This bidirectional synchronization not only keeps your product catalog up to date but also guarantees that pricing information is aligned. By optimizing inventory management and sales tracking through this synchronization, you gain the ability to make informed decisions about stock levels, reorder supplies at the most opportune times, and generate invoices with confidence, knowing that the prices are correct. This synchronized product data enhances your overall efficiency, profitability, and the accuracy of your financial transactions.
Products
Product
Implementing full data sync automation eliminates the need for manual import and export of data in HubSpot and Wave. This opens limitless opportunities for enhancing your business processes.
Full Data Sync Automation
Say goodbye to tedious manual work and embrace the power of data-driven decision-making. Elevate your business efficiency, enhance customer relationships, and boost overall productivity with Wave Financials and HubSpot working seamlessly together.
Say Goodbye to Manual Work
Making Wave and HubSpot Talk is Easy
Whether you're at your computer or on the go with your smartphone, our user-friendly, secure, and cost-effective solution simplifies the process – no technical skills required.
How to set it up, step by step:
Make sure that you're signed in on both Wave and HubSpot
1. Sign up
2. Connect your Wave account
3. Connect your HubSpot account
Voilà! You have now connected your Wave and HubSpot, and you are ready to harvest the benefits. We’ll notify you by email when the synchronization is live!
Making Wave and HubSpot Talk is Easy
Whether you're at your computer or on the go with your smartphone, our user-friendly, secure, and cost-effective solution simplifies the process – no technical skills required.
How to set it up, step by step:
Make sure that you're signed in on both Wave and HubSpot.
1. Sign up
2. Connect your Wave account
3. Connect your HubSpot account
Voilà! You have now connected your Wave and HubSpot, and you are ready to harvest the benefits. We’ll notify you by email when the synchronization is live!
* What is an update?
Our pricing model is based on the number of updates you perform per month. Updates are a key metric in determining your subscription plan's pricing.
When you synchronize data for an object that does not exist in the target system, the creation of this object with all its properties counts as one update. Once an object is already synchronized, any subsequent updates to its properties will count as single update, as long as they are saved at the same time.
Freemium Talk
0$Effortless data sync across multiple systems at no cost.Free Plan- All features
- Unlimited systems
- 20 updates and Wave customers a month included *
Small Talk
29$Every monthEffortless data sync across multiple systems designed specifically for small companies.- All features
- Unlimited systems
- 100 updates and Wave customers per month included *
- + $25 for 25 additional updates and Wave customers
Talk
149$Every monthEffortless data sync across multiple systems designed specifically for medium and large companies.- All features
- Unlimited systems
- 500 updates and Wave customers per month included *
- + $25 for 100 additional updates and Wave customers
We offer three diverse plans, all of which include synchronization of an unlimited number of systems. This enables you to choose and synchronize your systems as you like. Signing up is completely free, with no credit card required. You can start by exploring 'Making Wave Free Talk' to experience our service firsthand before considering an upgrade for more frequent updates. Once you've signed up, you'll have the opportunity to connect your preferred systems.