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.

When this happens...
Contact Form Submission
Triggers when users submit their details on the Consolto widget (or personal page).
TriggerInstant
automatically do this!
Create Deal
Creates a new CRM Deal
ActionWrite

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Supported triggers and actions

Voice Message Recorded
Triggered when a voice message has been sent.
Trigger
Instant
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Call Ended
Triggers when users end the call.
Trigger
Instant
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Call Recording Available
Triggers when a call recording is available to download.
Trigger
Instant
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Cancel Meeting Request
Triggers when users cancels a meeting.
Trigger
Instant
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Contact Form Submission
Triggers when users submit their details on the Consolto widget (or personal page).
Trigger
Instant
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Feed Event
Triggers whenever a new activity occurs on the agent's feed.
Trigger
Instant
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Image Upload
Triggers when an image has been uploaded.
Trigger
Instant
Try It

Update Meeting Request
Triggers when users update a meeting.
Trigger
Instant
Try It
New Deal
Triggers when a new CRM Deal is created
Trigger
Polling
Try It
New Purchase Invoice
Triggers when a new Purchase invoice is created
Trigger
Polling
Try It
New Sales Receipt
Triggers when a new sales receipt has been created
Trigger
Polling
Try It
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- DateRequired
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Send Invite
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice DateRequired
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
Action
Write
- Product NameRequired
- Description
- Price
- Tax (%)
- Cost
- Barcode
- SKU
- Weight (kg)
- Stock
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Document DateRequired
- Notes
- Warehouse
- Sales Channel
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- DateRequired
- Notes
- Warehouse
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
Action
Write
- Document IDRequired
- Payment DateRequired
- Payment AmountRequired
- Treasury
Action
Write
- Document IDRequired
- Recipient EmailRequired
- SubjectRequired
- MessageRequired
Action
Write
- Contact IDRequired
- Name
- Contact Code
- Trade Name
- Email
- Mobile Phone
- Phone
- IBAN
- SWIFT
- Sepa Reference
- Sepa Date
- Address
- Citry
- Postal Code
- Province
- Country
- Country Code
Action
Write
- Contact NameRequired
- Contact Email
- Contact Code
- Contact ID
- Contact Relationship
- Contact type
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Search or write

Call Accepted
Triggers when users accept calls.
Trigger
Instant
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Call Join
Triggers when users join a call.
Trigger
Instant
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Call Request
Triggers when users request for a call.
Trigger
Instant
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Confirm Meeting
Triggers when users confirm a meetings
Trigger
Instant
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Customer Event
Triggers when a customer profile has been modified.
Trigger
Instant
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File Uploaded
Triggers when a file has been uploaded.
Trigger
Instant
Try It
New Meeting Request
Triggers when users books a new meeting on the Consolto widget.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created
Trigger
Polling
Try It
New Sales Order
Triggers when a new sales order is created
Trigger
Polling
Try It
- Contact 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
Action
Write
- Sales Funnel
- Contact
- Deal Name
- Deal Value
- Deal Potential
- Due Date
Action
Write
- Name
- Contact Name
- Start
- Location
Action
Write
- Bank
- Contact
- AmountRequired
- Description
- Date
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- DateRequired
- Notes
- Document Number
- Name
- Units
- Subtotal
- Discount
- Tax Rate (%)
- Taxes
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- DateRequired
- Notes
- Sales Channel
- Document Number
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country Code
- Description
- Notes
- Receipt DateRequired
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Receipt Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Tags
Action
Write
- Document IDRequired
- Payment DateRequired
- Payment AmountRequired
- Treasury
Action
Write
- Document IDRequired
- Recipient EmailRequired
- SubjectRequired
- MessageRequired
Action
Write
- Contact Name
- Contact Email
- Contact Code
- Contact ID
Action
Search

About Consolto

Consolto is a video chat CRM that helps businesses meet clients online -- video-conferencing, scheduling, persistent messaging, invoicing and analytics.

Related categories

Video Conferencing

About Holded

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Consolto + Holded

Create Holded deals from new Consolto contact form submissions

Voice Message Recorded

Call Ended

Call Recording Available

Cancel Meeting Request

Contact Form Submission

Feed Event

Image Upload

Update Meeting Request

New Deal

New Purchase Invoice

New Sales Receipt

Create Credit Note

Create Employee

Create Sales Invoice

Create Product

Create Purchase Order

Create Sales Order

Mark Credit Note as Paid

Send Invoice

Update Contact

Find or Create Contact

Call Accepted

Call Join

Call Request

Confirm Meeting

Customer Event

File Uploaded

New Meeting Request

New Contact

New Sales Invoice

New Sales Order

Create Contact

Create Deal

Create Event

Create Payment

Create Purchase Invoice

Create Quote

Create Sales Receipt

Mark Invoice as Paid

Send Sales Receipt

Find Contact

About Consolto

Related categories

About Holded

Related categories

Similar apps

Zapier Interfaces