Connect Holded and Zoho CRM to power AI-driven automation
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Start with a template that brings Holded and Zoho CRM together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate Holded with Zoho CRM - 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 Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Holded and Zoho CRM, 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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Connect Holded and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Holded + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Zoho CRM
How can I integrate Holded with Zoho CRM?
To integrate Holded with Zoho CRM, we use automated workflows called Zaps. You can select a trigger from Holded, such as 'New Invoice Created', and an action in Zoho CRM, like 'Create or Update Contact.' Our platform will guide you through mapping the necessary fields and setting up the connection between the two systems.
What triggers are available for Holded in the integration?
We provide various triggers for Holded, such as 'New Client', 'Updated Invoice', or 'New Sales Order'. These triggers help start automated workflows to take actions in Zoho CRM, keeping your processes aligned.
What actions can be performed in Zoho CRM with this integration?
In Zoho CRM, you can perform actions like 'Create Lead', 'Add Note to Contact', or 'Update Deal' using data from your triggered events in Holded. This allows for seamless data flow between your financial and customer management platforms.
Is coding required to set up the integration?
No coding is required to set up the integration between Holded and Zoho CRM. Our user-friendly interface allows you to create Zaps by simply choosing triggers and actions, then mapping any necessary fields.
How often does data sync between Holded and Zoho CRM?
Data syncs between Holded and Zoho CRM occur each time a specified trigger event happens within your chosen Zap. We ensure the information is transferred almost instantaneously once a trigger is activated.
Can I integrate specific fields from Holded into Zoho CRM's custom modules?
Yes, you can map specific fields from a trigger event in Holded directly into custom modules of Zoho CRM through our platform. Just select the appropriate field during setup to ensure accurate data transfer.
Are there templates available for common integrations between these two platforms?
We offer several pre-built templates for common integrations between Holded and Zoho CRM that can help you get started quickly. These templates come with predefined triggers and actions that only need minor adjustments to fit your needs.
