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Zapier makes it easy to integrate Holded with Pipedrive - no code necessary. See how you can get setup in minutes.
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Holded
Holded
1. Choose trigger event
Pipedrive
Pipedrive
2. Choose action
1. Select the event
Setup
Test
Holded
Choose a trigger event
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.
Create a new record or update an existing record in your app.
Product ID
Required
Product Variation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Follower User ID
Required
Choose where to add the follower
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content
Required
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project Template
Project Board
Required
Project Phase
Required
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Remove All Existing Labels?
Labels to Remove
Labels to Add
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Deal ID
Required
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization to Update
Required
Organization Name
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Product ID
Required
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Project ID
Description
Done
Due Date
Assignee
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Type ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Person ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Stage ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search for an Exact Match?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Project ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Term
Required
Exact Match?
Assignee
Project
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Location
Priority
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Product Name
Required
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Term
Required
Exact Match?
Assignee
Project ID
Required
Done
Title
Required
Description
Due Date
Parent Task ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Holded and Pipedrive with AI agents and code
Beyond Zap workflows. Call Holded and Pipedrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Holded and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Contact
Add Discount to Deal
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
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.
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.
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.
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your Holded to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.