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Holded logoHolded logo

Clientify + Holded

Clientify + Holded

Clientify + Holded integrations

Create new contacts in Holded for every new company in Clientify

Streamline your business process with this effective workflow. When a new company is added in Clientify, a corresponding contact is instantly created in Holded. This seamless integration encourages efficient data management, eliminating the need to manually copy information from one platform to another. Manage your business contacts effortlessly, saving time for more strategic tasks.

  1. When this happens...
    New Company
    New Company
    New CompanyTriggers when a new company is created in clientify.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a Contact in Holded
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More things you can do with Clientify and Holded

Discover other triggers and actions you can use with Clientify and Holded

    • Tag
      Required
    Trigger
    Polling
    Try It
  • Clientify triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • First Name
    • Last Name
    • Full Name
    • Title
    • Company name
    • Contact Type
    • Contact Source
    • Street
    • City
    • State
    • Country
    • Postal Code
    • email
    • Phone number
    • Tags
    • Custom Fields
    • Picture URL
    • Taxpayer Identification Number
    • Contact status
    • website
    • LinkedIn Url
    • Contact owner
    • Autoassignment owner
    • GDPR Acceptance Date
    • Visitor Key
    • Description
    Action
    Write
    • Contact
      Required
    • Abandoned Date
    • Cart Id
      Required
    • E-commerce
    • Shop Name
    • Order Url
      Required
    • Currency
      Required
    • Name
    • Description
    • Category
    • SKU
    • Image Url
    • Item Url
    • Price
      Required
    • Quantity
      Required
    • Discount
      Required
    Action
    Write
    • Deal name
      Required
    • Deal amount
      Required
    • Pipeline Stage
    • Expected Close Date
    • Deal Custom Fields
    • Contact API URL
    • Deal Owner
    Action
    Write
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About Clientify
Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.
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holded logo
About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

  • Create new Clientify contacts from new contacts in Holded

 

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