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Set up your first integration
Quickly connect Holded to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Holded with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Holded.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Holded and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerPolling - New Sales Order
Triggers when a new sales order is created
Try ItTriggerPolling - 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
ActionWrite
- New Deal
Triggers when a new CRM Deal is created
Try ItTriggerPolling - New Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerPolling - New Sales Receipt
Triggers when a new sales receipt has been created
Try ItTriggerPolling - 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
ActionWrite
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Practical ways you can use Holded and Pipedrive
Add new Pipedrive deals to Holded as contacts
When a new deal is created in Pipedrive, Zapier can automatically create a new contact in Holded. This ensures that your customer list in Holded stays up-to-date and reduces the need for manual data entry, saving time and minimizing errors.
Business OwnerCreate deals in Pipedrive from Holded projects
Whenever a new project is listed in Holded, Zapier can create a corresponding deal in Pipedrive. This keeps marketing campaigns or initiatives tied to sales opportunities, making tracking and reporting seamless.
Marketing & Marketing OpsGenerate Holded sales orders from Pipedrive deals
When a new deal is marked won in Pipedrive, Zapier can create a sales order in Holded. This ties sales success directly to execution, ensuring a smooth handoff and faster fulfillment of client needs.
Project ManagementLearn how to automate Pipedrive on the Zapier blog
Frequently Asked Questions about Holded + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Pipedrive
What is required to set up an integration between Holded and Pipedrive?
To set up the integration between Holded and Pipedrive, you will need access to both accounts and an active Zapier account. You can then create Zaps that define the workflow between these platforms. Each Zap consists of a trigger in Holded, like 'New Invoice' or 'Updated Contact', and an action in Pipedrive, such as 'Create Person' or 'Update Deal'.
How can I automatically update my Pipedrive contacts using Holded data?
You can automatically update Pipedrive contacts by setting up a Zap where the trigger is 'New or Updated Contact' in Holded. This will automate the process of checking for changes in your customer database in Holded and applying those updates to your contacts stored in Pipedrive.
What triggers are available for integrating with Holded?
The available triggers for integrating with Holded include actions such as 'New Invoice', 'New Contact', and 'Invoice Paid'. These triggers activate workflows when a specified event occurs within your Holded account.
Can I sync invoice details from Holded to deals in Pipedrive?
Yes, you can sync invoice details by setting up a Zap where the trigger is 'New Invoice' in Holded and the action is 'Create/Update Deal' in Pipedrive. This allows you to automatically create or update deals based on new invoices generated in Holded.
How do errors get handled during data synchronization between these two platforms?
Errors during data synchronization are usually logged within our system. You can monitor these logs through the Zap history where detailed information about each task's execution is provided. We also offer alerts for critical errors that might require user intervention.
Is it possible to integrate specific fields from Holded into custom fields on Pipedrive records?
Yes, during setup you have the ability to map specific fields from your data in Holded into custom fields on Pipedrive records. This customization allows for tailored integrations that meet your business needs accurately.
What actions can be performed on Pipedrive when a trigger happens in Holded?
When a trigger occurs in Holded, various actions can be performed on Pipedrive such as creating leads, updating deals, adding notes, or scheduling activities. These actions help keep your workflow efficient by reducing manual entry and ensuring data consistency across platforms.