Holded + Pipedrive
Create Pipedrive people from new Holded contacts
Effortlessly keep your contacts organized and up-to-date with this workflow. When you add a new contact in Holded, it will create a person in Pipedrive, ensuring your sales team has all the information they need. Spend less time manually transferring data and more time building relationships with your clients using this seamless connection between Holded and Pipedrive.
Effortlessly keep your contacts organized and up-to-date with this workflow. When you add a new contact in Holded, it will create a person in Pipedrive, ensuring your sales team has all the information they need. Spend less time manually transferring data and more time building relationships with your clients using this seamless connection between Holded and Pipedrive.
- When this happens...New Contact
Triggers when a new contact is created
- automatically do this!Create Person
Creates a new person.
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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
New 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 ItContact 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
