HubSpot + Wave Integration

Integrate HubSpot to Wave in one click, or tell Integrately AI how you want each deal handled. Track cash flow and keep your financials accurate, create invoices, update customer profiles, and notify your finance team automatically.

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1.
  • HubSpot
    Contact is created in a list in HubSpot
  • HubSpot
    Contact is created in HubSpot
  • HubSpot
    Contact is updated in HubSpot
  • HubSpot
    Company is created in HubSpot
  • HubSpot
    Company is updated in HubSpot
  • HubSpot
    Deal is created in HubSpot
  • HubSpot
    Deal stage is changed in HubSpot
  • HubSpot
    Deal is updated in HubSpot
  • HubSpot
    Task is created in HubSpot
  • HubSpot
    Task is updated in HubSpot
  • HubSpot
    Task is marked as done in HubSpot
  • HubSpot
    Quote is created in HubSpot
  • HubSpot
    Quote is created or updated in HubSpot
  • HubSpot
    New Line item is created in HubSpot
  • HubSpot
    LineItem is created/updated in HubSpot
  • HubSpot
    Product is created in HubSpot
  • HubSpot
    Product is updated in HubSpot
  • HubSpot
    Form is submitted in HubSpot
  • HubSpot
    Email event is created in HubSpot
  • HubSpot
    Engagement is created in HubSpot
  • HubSpot
    Engagement is created/modified in HubSpot
  • HubSpot
    Blog post is created in HubSpot
  • HubSpot
    Blog tag is created in HubSpot
  • HubSpot
    Social media message is broadcasted in HubSpot
  • HubSpot
    Email subscription timeline is created in HubSpot
  • HubSpot
    Ticket is created in HubSpot
  • HubSpot
    Ticket is updated in HubSpot
  • HubSpot
    File is created/uploaded in HubSpot
  • HubSpot
    Form is created in HubSpot
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.
  • HubSpot
    Associate contact with company in HubSpot
  • HubSpot
    Uninstall App in HubSpot
  • HubSpot
    Associate Deal with Contact in HubSpot
  • HubSpot
    Associate Deal with Company in HubSpot
  • HubSpot
    Associate engagement with related object in HubSpot
  • HubSpot
    Remove email subscription in HubSpot
  • HubSpot
    Create contact in HubSpot
  • HubSpot
    Update contact in HubSpot
  • HubSpot
    Add contact to a list in HubSpot
  • HubSpot
    Remove contact from list in HubSpot
  • HubSpot
    Create or Update contact in HubSpot
  • HubSpot
    Get contact by id in HubSpot
  • HubSpot
    Archive contact in HubSpot
  • HubSpot
    Create company in HubSpot
  • HubSpot
    Update company in HubSpot
  • HubSpot
    Get company by id in HubSpot
  • HubSpot
    Archive company in HubSpot
  • HubSpot
    Create deal in HubSpot
  • HubSpot
    Update deal in HubSpot
  • HubSpot
    Get deal by id in HubSpot
  • HubSpot
    Archive deal in HubSpot
  • HubSpot
    Create task in HubSpot
  • HubSpot
    Update task in HubSpot
  • HubSpot
    Mark task as completed in HubSpot
  • HubSpot
    Archive task in HubSpot
  • HubSpot
    Create note in HubSpot
  • HubSpot
    Add note to contact in HubSpot
  • HubSpot
    Add note to deal in HubSpot
  • HubSpot
    Upload file in HubSpot
  • HubSpot
    Create engagement in HubSpot
  • HubSpot
    Create blog post in HubSpot
  • HubSpot
    Create blog tag in HubSpot
  • HubSpot
    Get quote by id in HubSpot
  • HubSpot
    Create line-item in HubSpot
  • HubSpot
    Update line-item in HubSpot
  • HubSpot
    Get line-item by id in HubSpot
  • HubSpot
    Archive line-item in HubSpot
  • HubSpot
    Create ticket in HubSpot
  • HubSpot
    Update ticket in HubSpot
  • HubSpot
    Get ticket by id in HubSpot
  • HubSpot
    Archive ticket in HubSpot
  • HubSpot
    Get associated records in HubSpot
  • HubSpot
    Get deal associated records in HubSpot
  • HubSpot
    Associate task with contact in HubSpot
  • HubSpot
    Associate ticket to related object in HubSpot
  • HubSpot
    Associate deal with line item in HubSpot
  • HubSpot
    Remove Association in HubSpot
  • HubSpot
    Create form submission in HubSpot
  • HubSpot
    Create social media message in HubSpot
  • HubSpot
    Add contact to workflow in HubSpot
  • HubSpot
    Retrieve signed URL for file in HubSpot
  • HubSpot
    Create product in HubSpot
  • HubSpot
    Update product in HubSpot
  • HubSpot
    Get product by id in HubSpot
  • HubSpot
    Archive product in HubSpot
  • HubSpot
    Get owner by Id in HubSpot
  • HubSpot
    Get form by id in HubSpot
  • HubSpot
    Get owner by Email in HubSpot
  • HubSpot
    Get pipeline stage details in HubSpot
  • HubSpot
    Search contact in HubSpot
  • HubSpot
    Search contact by email in HubSpot
  • HubSpot
    Search company in HubSpot
  • HubSpot
    Search company by name in HubSpot
  • HubSpot
    Search company by domain in HubSpot
  • HubSpot
    Search company by website in HubSpot
  • HubSpot
    Search deal in HubSpot
  • HubSpot
    Search deal by name in HubSpot
  • HubSpot
    Search task by title in HubSpot
  • HubSpot
    Search blog by name in HubSpot
  • HubSpot
    Search tickets in HubSpot
  • HubSpot
    Search products in HubSpot
  • HubSpot
    Search line items in HubSpot
  • HubSpot
    Search blog tag in HubSpot
  • Wave
    Create invoice in Wave
  • Wave
    Create customer in Wave
  • Wave
    Search customer in Wave
  • Wave
    Create Money Transaction in Wave
  • Wave
    Create Money Deposit Transaction in Wave
  • Wave
    Update customer in Wave
  • Wave
    Update product in Wave
  • Wave
    Create product in Wave

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Ready Workflows Ready Workflows for HubSpot + Wave Integration

Create invoices for new HubSpot deals, update customer records, log transactions, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
HubSpot + Wave Integration

Create Wave order for new HubSpot deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. HubSpot and Wave work together to make accounting and bookkeeping simple.

When you create a deal in HubSpot, it will automatically create an order in Wave. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with HubSpot and Wave.
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Wave + HubSpot Integration

Create HubSpot contact for new Wave customer

If you are using Wave, then you may want to also use HubSpot to manage your customer relationships. With the help of this automation, whenever you create a customer in Wave, a corresponding contact will be created in HubSpot.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See more
Wave + HubSpot Integration

Create HubSpot company from new Wave invoice

If you're a small business owner who uses Wave to manage your finances, you may be wondering if there's a way to automatically create a company profile in HubSpot whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with HubSpot and Wave!
Wave + HubSpot Integration

Create HubSpot task for new Wave invoice

If you use Wave to manage your invoice, you can also use HubSpot to create and manage task associated with those invoice. Creating a task in HubSpot will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
See more
Wave + HubSpot Integration

Create HubSpot task for new Wave customer

With the growth of Wave, many companies are looking for ways to connect their Wave account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in HubSpot every time a customer is created in Wave.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Got a different task in mind? Describe it

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Connect more apps to your HubSpot + Wave flow

Sync financial data across your billing, payment, and team communication channels after your core invoices and deals settle. Pick a combination and activate it in one click.

HubSpot
Wave
+
StripeStripe (8)
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ShopifyShopify (8)
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MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
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Google SheetsGoogle Sheets (8)
+
SlackSlack (8)
S
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Create a Wave invoice for every new Stripe charge, and update the associated contact in HubSpot.
Every successful Stripe charge triggers a new invoice in Wave and updates HubSpot contacts instantly, eliminating manual bookkeeping.
S
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When a Stripe customer is created, create a customer in Wave and create a contact in HubSpot.
New Stripe customers appear in Wave and HubSpot automatically, keeping your customer base unified.
S
W
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When a Stripe subscription is cancelled, update the customer in Wave and update the deal in HubSpot.
Subscription cancellations in Stripe update your Wave customer profile and HubSpot deal stage instantly.
S
W
H
When a Stripe invoice is paid, create a Money Transaction in Wave and create a task in HubSpot.
Paid Stripe invoices record financial transactions in Wave and assign follow-up tasks in HubSpot.
S
W
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If a Stripe charge exceeds $500, create a Wave invoice and create a high-priority deal in HubSpot.
High-value Stripe charges automatically generate Wave invoices and priority HubSpot deals for sales teams.
S
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When a Stripe refund is issued, update the Wave invoice and update the HubSpot deal stage.
Refund events in Stripe adjust financial records in Wave and update deal stages in HubSpot.
S
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H
Use Claude to analyse customer feedback from a Stripe note, create a customer in Wave, and update the contact in HubSpot.
Claude evaluates Stripe customer feedback notes before provisioning profiles in Wave and HubSpot.
S
W
H
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When a Stripe payment fails, create a Wave invoice, update the HubSpot deal, and notify your finance channel in Slack.
Failed Stripe payments trigger Wave invoices, update HubSpot deals, and alert your finance team in Slack.

Supported triggers and actions for HubSpot and Wave

Mix and match to build the exact automation you need

HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
Try it →
Uninstall App in HubSpot
Removes the application from the system.
Try it →
Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
Try it →
Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
Try it →
Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
Try it →
Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
Try it →
Get deal associated records in HubSpot
Try it →
Associate task with contact in HubSpot
Link a task to a contact in the contact list
Try it →
Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
Try it →
Associate deal with line item in HubSpot
Associates a deal with a line item
Try it →
Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
Try it →
Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
Try it →
Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
Try it →
Search line items in HubSpot
Searches for line items
Try it →
Search blog tag in HubSpot
Searches for a blog tag
Try it →
Wave
Wave Triggers & Actions
Invoice is created in Wave
Triggers the automation when any invoice is added or modified
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Customer is created in Wave
Triggers the automation when a new customer is created
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Create invoice in Wave
Generates invoices for sales transactions
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Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
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Create Money Transaction in Wave
Creates a new money transaction
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Create Money Deposit Transaction in Wave
Creates a new money deposit transaction
Try it →
Update customer in Wave
Updates a customer's information
Try it →
Update product in Wave
Updates product information
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Create product in Wave
Generates and launch new products
Try it →

What can you automate with HubSpot + Wave?

Streamline your sales and financial operations with powerful automated workflows connecting HubSpot and Wave.

What you can automate?
Automate invoice creation from sales deals
Generate a new Wave invoice automatically the moment a deal is created or won in HubSpot. Eliminate manual handoffs between your sales and finance teams.
📋
Capture every submitted contact detail
Map all available contact and company properties from HubSpot straight into Wave customer profiles. Keep your records rich and complete without extra data entry.
🔔
Notify your team the moment billing occurs
Alert account managers and finance staff instantly when invoices are created or payments clear. Keep every department aligned on revenue milestones.
🔀
Route transactions based on deal value
Apply conditional rules to handle high-value deals differently from standard orders. Send VIP clients through specialized billing and support pipelines.
🔄
Keep financial records updated in real time
Synchronize updates across HubSpot deals and Wave invoices instantly as project scopes or pricing change. Prevent discrepancies between sales and accounting.
👥
Prevent duplicate customer profiles
Search existing records before creating new customers or contacts. Maintain a clean database by updating matching accounts instead of spawning duplicates.
💳
Manage later status changes and refunds
Handle invoice payments, cancellations, and refunds gracefully by updating deal stages and financial transactions automatically when status events occur.
🔌
Extend your workflow to Slack and other tools
Connect your HubSpot and Wave core flow with Slack, Google Sheets, or Stripe to build multi-step operations tailored to your exact business processes.
And much more...

Who is HubSpot + Wave integration for?

Teams managing customer relationships and financial records benefit from automated data flows that eliminate manual transcription errors and speed up billing cycles.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Finance operations teams
Finance operations teams
Project managers
Project managers
Operations leads
Operations leads
📈
Performance marketers
You're running marketing campaigns in HubSpot but your accounting reports only update when someone manually exports invoices, so the revenue counts you're optimizing against are always a few hours behind — with this integration, every new transaction lands in your financials instantly and your data stays current.
Sales representatives
You close deals in HubSpot and depend on finance to issue invoices, but communication delays mean customers wait too long for billing details — automating both apps means every closed deal generates a Wave invoice immediately and your clients receive payment links without delay.
🤝
Account managers
You manage client relationships in HubSpot while stakeholders check payment statuses in Wave, leaving you caught between systems answering basic invoicing questions — this integration means payment and deal milestones sync across platforms so everyone views up-to-date progress.
📊
Finance operations teams
You process high volumes of client orders and customer accounts by hand, leading to data entry fatigue and mismatched records between your CRM and accounting books — connecting these apps means order data transfers effortlessly and your ledger reconciles without manual copying.
🛠️
Project managers
You own project kickoff after sales handoff, but you waste hours checking whether finance has created client profiles and issued invoices in Wave — with this integration, new HubSpot deals automatically provision your billing accounts so you can start work right away.
🗂️
Operations leads
You need a reliable audit history of every client interaction and financial transaction, but fragmented app data keeps leaving gaps in your records — automating both apps means every contact update and invoice creation matches seamlessly across your entire operational stack.
Our team

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Why choose Integrately to automate HubSpot + Wave

Build and manage your HubSpot + Wave automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect HubSpot + Wave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect HubSpot to Wave?
Frequently Asked Questions
You can connect HubSpot to Wave using 1-click automations on Integrately or ask Integrately AI to build the integration for you. There are ready templates for HubSpot, Wave, Stripe, Shopify, and Mailchimp to get you started instantly.
Can I automatically generate a Wave invoice when a new HubSpot deal is created?
Frequently Asked Questions
Can I connect HubSpot, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for HubSpot and Wave?
Frequently Asked Questions
How are HubSpot contact updates reflected in Wave?
Frequently Asked Questions
Can Wave invoice creations trigger updates in HubSpot?
Frequently Asked Questions
Do I need coding skills to set up this HubSpot and Wave integration?
Frequently Asked Questions
Is the HubSpot and Wave integration free?
Frequently Asked Questions
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You Can Also Connect HubSpot or Wave With 1500+ Other Apps

HubSpot
Popular HubSpot Integrations
Connect HubSpot with CRM, marketing, and customer support tools to manage your leads and pipeline efficiently.
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HubSpot Integrations arrow right
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Wave
Popular Wave Integrations
Sync Wave with accounting, expense tracking, and reporting tools to keep your financial stack unified.
See All
Wave Integrations arrow right
No popular apps found