ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.
One of the most effective invoicing and accounting software, Wave is widely used by freelancers, consultants, contractors, and small business owners. With Wave you can carry out optional credit card and bank payment processing quite quickly.Wave Integrations
It's easy to connect ConvertKit + Wave without coding knowledge. Start creating your own business flow.
Triggers when a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
Triggers when a new customer is added to a business you choose.
Triggers when a new invoice is created.
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
Creates a customer in a business that you choose.
Creates a new invoice.
Creates a product or service in a business that you choose.
Records a transaction in a business.
ConvertKit is a subscription-based marketing and email-automation top that helps bloggers and business owners to build and nurture better relationships with their clients. If you’re an online marketer, a blogger, or a small business owner, then ConvertKit can help you in several ways.
Wave is a project management app that will help you automate your workflow, keep track of your tasks, and stay on top of all the projects that you and your team are working on.
There are many advantages for marketers when they integrate ConvertKit and Wave.
Email Marketing – The Connection Between Marketing Automation and Project Management
The two products work together seamlessly. You can use Wave to create projects that will be sent out using the automated emails provided by ConvertKit. Here’s how it works:
Create a new project in Wave using the “new tasks” function in the top navigation menu. Create as many tasks as you need to accomplish the stated goal of the project. Each task will have its own due date and its own reminder email. When one of these tasks gets completed, the project manager sends out the email from ConvertKit, saying “We did it!” Also, the person who completes the task will receive an email notification from ConvertKit.
Automate Your Workflow – ConvertKit and Wave Take Over Your Life!
Having these two apps work together means that you don’t have to think about which tasks to do next, because everything is handled by the automated emails provided by Wave. For example, if someone subscribes to your blog post series, they will receive an automated email from ConvertKit, saying that there’s something new they need to see. If you run an eCommerce store, then when someone buys a product from your store, they will receive an automated email from ConvertKit, saying that their item has been shipped. There’s no need for humans to check these emails over and over again. The emails get sent out automatically, so you don’t have to worry about whether or not they were sent out correctly.
Track Tasks Progress with Wave – Use Data to Make Better Decisions
Since the tasks are all laid out in a project in Wave, it’s easy to see which ones are getting done and which ones aren’t. This allows you to make better decisions about what should happen next. For example, if one of the tasks is taking longer than expected, then the project manager might need to re-prioritize his or her tasks for the next day. Or perhaps one of the tasks is not getting done due to a lack of resources or time. In either case, these decisions can be made easily because all the data is right there in front of them.
As you can see above, integrating ConvertKit and Wave together into a single system provides numerous benefits for small business owners who want to automate their workflow. However, there are still several other reasons why this might be useful for you:
The process to integrate ConvertKit and Wave may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.