1.Detects new contact records
Integrate Holded and contact polling tools to detect new contact records so you can start processing new people.
Create shared contact records from new CRM people
Automatically detect new person record updates across Holded and Google Contacts. Create and update contact records when matching emails arrive or new contact details syncβso you can enrich outreach, keep records clean, and start follow-up without manual contact setup.
How this automation creates shared contact records
When new contact records appear in Holded, manual contact setup delays outreach. This automation filters qualifying leads, formats name fields, and creates or updates Google Contactsβso your team can start sales follow-up faster.
Holdedor swap with your favorite app
2.Filters qualifying person records
Integrate Filter by Zapier and data validation tools to continue only for person-type records to reduce bad inserts.
Filter by Zapieror swap with your favorite app
3.Splits full name into parts
Integrate Formatter by Zapier and text parsing tools to split full names and map first middle last fields.
Formatter by Zapieror swap with your favorite app
4.Finds or creates Google Contacts
Integrate Google Contacts and contact management tools to find by email or create a new record for outreach.
Google Contactsor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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