Holded + Zoho CRM
Create deals in Holded for new contacts in Zoho CRM
Easily manage your sales pipeline by setting up this efficient workflow between Zoho CRM and Holded. Whenever a new contact is added in Zoho CRM, a deal is automatically created in Holded, keeping your sales team on track and organized. Save time and streamline your process with this seamless automation.
Easily manage your sales pipeline by setting up this efficient workflow between Zoho CRM and Holded. Whenever a new contact is added in Zoho CRM, a deal is automatically created in Holded, keeping your sales team on track and organized. Save time and streamline your process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Create Deal
Creates a new CRM Deal
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- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
