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Available on the Pro, Teams, and Enterprise plans.
The Salesforce integration syncs Wave contacts into Salesforce as either Leads or Contacts, your choice at setup. Wave uses a custom external ID field to upsert records, preventing duplicates even if a record already exists. Both production and sandbox Salesforce environments are supported.

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How to Connect

1

Open the integration

Go to Integrations → Salesforce.
2

Choose a record type

Choose whether to sync contacts as Leads or Contacts.
3

Enable auto-sync (optional)

Turn on Auto-sync to import all existing Wave contacts immediately.
4

Connect Salesforce

Click Connect and sign in to your Salesforce account.
Wave requests offline access (to keep the connection active without repeated logins) and read/write access to create and update records in Salesforce.

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What Gets Synced

Wave fieldSalesforce fieldLeadsContacts
First nameFirstNameYesYes
Last nameLastNameYesYes
Primary emailEmailYesYes
Primary phonePhoneYesYes
Job titleTitleYesYes
CompanyCompanyYes (required)-
Contact noteDescriptionYesYes
Lead sourceLeadSource = “Wave Connect”Yes-
Assigned team memberOwnerId (matched by email)YesYes
Sync direction: Wave → Salesforce (outbound only) When it syncs: Real-time on contact create, update, or delete

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Features

  • Leads or Contacts: choose the Salesforce record type that fits your workflow.
  • Sandbox support: connect to a Salesforce sandbox environment for testing.
  • Auto-sync on connect: import all existing Wave contacts on first connection.
  • Deduplication: a custom external ID field (WaveConnectId__c) is created automatically and used for upserts, so re-syncing never creates duplicates.
  • Owner assignment: contacts are assigned to the Salesforce user whose email matches the Wave team member.

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Manually Adding the External ID Field

Wave normally creates the WaveConnectId__c external ID field automatically when you connect. You only need this step if you connect without a Salesforce admin account, since creating a custom field requires admin permissions. In that case, have your Salesforce administrator add the field manually as a backup.
1

Open the Lead object

In Salesforce Setup, open Object Manager and select the Lead object.
2

Check for the field

Under Fields & Relationships, check whether WaveConnectId__c already exists.
3

Create the field

If it doesn’t exist, click New, select Text as the field type, and name it so the API name is WaveConnectId__c.
4

Set field-level security

Confirm that Standard User has read/write access to the field.
5

Add to page layouts and save

Add the field to the relevant page layouts, then save.
If the field already exists, open it and select Set Field-Level Security to confirm Standard User has read/write access. For full details, see the Salesforce setup guide.

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Limitations & Requirements

  • The custom field WaveConnectId__c is created automatically on your Salesforce account. Do not delete or rename it. It is used for deduplication.
  • For Leads, the Company field is required by Salesforce. If a Wave contact has no company, it defaults to N/A.
  • If Salesforce detects a duplicate via its duplicate rules, Wave overrides the rule and saves the record.
  • Owner matching is by email. If no matching Salesforce user is found, the contact is saved without an owner.

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Disconnecting

Go to Integrations → Salesforce and click Disconnect. This removes the integration and revokes Wave’s access. Records already synced to Salesforce are not deleted.