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Holded + Salesforce

Create new contacts in Holded for new records in Salesforce

Streamline your workflow between Salesforce and Holded with this efficient automation. When a new record appears in Salesforce, this workflow will instantly create a new contact in Holded. This ensures your contact database stays consistently updated, saving you precious time and improving efficiency.

Streamline your workflow between Salesforce and Holded with this efficient automation. When a new record appears in Salesforce, this workflow will instantly create a new contact in Holded. This ensures your contact database stays consistently updated, saving you precious time and improving efficiency.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    HoldedHolded
    Create Contact

    Creates a Contact in Holded

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Holded

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

Salesforce is a leading enterprise customer relationship manager (CRM) application.