Consolto + Holded
Create Holded deals from new Consolto contact form submissions
Effortlessly streamline your sales process and save time by setting up this Consolto-Holded integration. When a new contact form submission occurs in the Consolto app, a deal will be instantly created in Holded. No more manual entries or risk of losing potential clients - simply activate this workflow and watch your sales pipeline grow with ease.
Effortlessly streamline your sales process and save time by setting up this Consolto-Holded integration. When a new contact form submission occurs in the Consolto app, a deal will be instantly created in Holded. No more manual entries or risk of losing potential clients - simply activate this workflow and watch your sales pipeline grow with ease.
- When this happens...Contact Form Submission
Triggers when users submit their details on the Consolto widget (or personal page).
- automatically do this!Create Deal
Creates a new CRM Deal
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Contact Form Submission
Triggers when users submit their details on the Consolto widget (or personal page).
Try ItNew Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try It
New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
