Overview

Wave made its name as genuinely free accounting for very small businesses — invoicing, receipts, and books without a subscription, monetised through payments. For freelancers-turned-agencies and early-stage businesses running on Wave, the HelloGrowthCRM integration connects pipeline to books: customers and invoices stay aligned, and payment status shows up where the customer relationship is managed.

The workflow mirrors the larger accounting integrations at a scale Wave users will recognise: win the deal in the CRM, and the client plus invoice details land in Wave without retyping; when the invoice is paid (or isn't), the CRM record says so. For a two-person business, that loop is the difference between chasing payments from memory and chasing them from a system.

What data is involved

CRM accounts and contacts synced to Wave customers, matched to avoid duplicates.
Won deals pushed as draft invoices with amount and description from the deal.
Invoice status — sent, viewed, paid, overdue — visible on the CRM account timeline.
Payment events able to trigger CRM workflows such as project kickoff or thank-you messages.
Overdue invoices flagged to the account owner for personal follow-up.
Billing history on the record for renewal and repeat-work context.

Step-by-step setup

Setup at a glance (3-5 bullets)

Settings → Integrations → Wave → OAuth.
Map CRM fields to Wave customer fields.
Enable invoice sync from closed-won deals.

Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
Settings → Integrations → Wave → OAuth.
Map CRM fields to Wave customer fields.
Enable invoice sync from closed-won deals.

Best practices

Let the CRM own customer details and push them to Wave — one editable copy of an address stays correct.
Draft invoices from won deals and keep the final send in Wave; the review step catches scope drift.
Chase overdue invoices through the account owner with the relationship context on screen — small businesses collect faster with a friendly personal nudge.
Use payment-received triggers to start delivery, not calendar guesses — kickoff on cash is a discipline worth automating.
If invoice volume outgrows Wave, the same CRM patterns carry to the Xero, QuickBooks, or FreshBooks integrations — the workflow survives the accounting upgrade.

Best for & common use cases

Freelancers and micro SMBs using Wave for free accounting.

Lightweight CRM + invoicing without enterprise complexity.

Expected outcomes

Faster lead handoff between tools and CRM owners
Cleaner activity history for follow-up and reporting
Lower manual copy-paste errors in the pipeline

Troubleshooting

Invoices not creating: Wave requires a customer email for sending — map a billing email on the CRM account.
Status not updating: the OAuth connection to Wave lapsed — reconnect from the integration settings.
Duplicate customers: legacy spelling differences — merge in Wave once and align the account name.

FAQ

Governance

Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.