Holded and Salesflare

CRM (Customer Relationship Management) holded.com ↗

How to connect Holded

Via Zapier — 26 operations available. Set it up ↗
Via Make — 38 modules available. Set it up ↗

What you can automate

When new Contact in Holded, find or create contact in Salesflare.
When new Deal in Holded, create opportunity in Salesflare.
When new Sales Invoice in Holded, create opportunity, then find or create contact in Salesflare.
When new Purchase Invoice in Holded, create opportunity, then find or create contact in Salesflare.
When new Sales Order in Holded, create opportunity, then find or create contact in Salesflare.
When new Sales Receipt in Holded, create opportunity, then find or create contact in Salesflare.

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

Holded operations on Zapier

Triggers (6)

Start a workflow when this happens

New Contact — Triggers when a new contact is created
New Deal — Triggers when a new CRM Deal is created
New Purchase Invoice — Triggers when a new Purchase invoice is created
New Sales Invoice — Triggers when a new sales invoice is created
New Sales Order — Triggers when a new sales order is created

Show 1 more triggers

New Sales Receipt — Triggers when a new sales receipt has been created

Actions (19)

Things Salesflare can make it do

Create Contact — Creates a Contact in Holded
Create Credit Note — Creates a credit note
Create Deal — Creates a new CRM Deal
Create Employee — Creates an Employee
Create Event — Creates a CRM Event in Holded

Show 14 more actions

Create Payment — Creates a Payment
Create Product — Creates a new Product
Create Purchase Invoice — Creates a purchase invoice
Create Purchase Order — Creates a purchase order
Create Quote — Creates a quote
Create Sales Invoice — Creates a sales invoice
Create Sales Order — Creates a new Sales Order
Create Sales Receipt — Creates a Sales Receipt
Find or Create Contact — Find an existing Contact
Mark Credit Note as Paid — Updates the status of the selected Credit Note to Paid
Mark Invoice as Paid — Marks the selected invoice as paid
Send Invoice — Sends an invoice to the assigned contact email address
Send Sales Receipt — Sends an sales receipt to the assigned contact email address
Update Contact — Updates the information of a contact

Searches (1)

Look up existing records

Find Contact — Find an existing Contact

Holded operations on Make

Actions (30)

Things Salesflare can make it do

Create a Contact — Creates a new contact.
Create a Lead — Creates a new lead.
Create a Product — Creates a new product.
Create a Project — Creates a new project.
Create a Task — Creates a new task.

Show 25 more actions

Create a Time Tracking — Creates a time tracking for an specific employee.
Create an Employee — Creates a new employee.
Delete a Contact — Deletes a specific contact.
Delete a Lead — Deletes a specific lead.
Delete a Payment — Deletes a specific payment.
Delete a Product — Deletes a specific product.
Delete a Project — Deletes a specific project.
Delete a Task — Deletes a specific task.
Delete a Time Tracking — Deletes a specific time tracking.
Delete an Employee — Deletes a specific employee.
Get a Contact — Retrieves a specific contact.
Get a Lead — Retrieves a specific lead.
Get a Payment — Retrieves a specific payment.
Get a Product — Retrieves a specific product.
Get a Project — Retrieves a specific project.
Get a Task — Retrieves a specific task.
Get a Time Tracking — Retrives a specific time tracking.
Get an Employee — Retrieves a specific employee.
Make an API Call — Performs an arbitrary authorized API call.
Update a Contact — Updates a specific contact.
Update a Lead — Updates a specific lead.
Update a Product — Updates a specific product.
Update a Project — Updates a specific project.
Update a Time Tracking — Updates a specific time tracking.
Update an Employee — Updates a specific employee.

Searches (8)

Look up existing records

List Contacts — Retrieves a list of contacts.
List Employees — Retrieves a list of employees.
List Leads — Retrieves a list of leads.
List Payments — Retrieves a list of payments.
List Products — Retrieves a list of products.

Show 3 more searches

List Projects — Retrieves a list of projects.
List Tasks — Retrieves a list of tasks.
List Time Trackings — Retrieves a list of time trackings.

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