Agile CRM + Holded Integration

Integrate Agile CRM to Holded in one click, or tell Integrately AI how you want each deal handled. Create customer contacts, generate sales invoices, update records, and log payments automatically.

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded

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Ready Workflows Ready Workflows for Agile CRM + Holded Integration

Generate invoices from new Agile CRM deals, update contacts, create purchase orders, and record payments, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Holded Integration

Create Holded deal from new Agile CRM contact

Anytime a new contact is created in your Agile CRM, a new deal will automatically be created in your Holded. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Agile CRM - Holded integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Activate
Agile CRM + Holded Integration

Create Holded contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - Holded integration, anytime a new Agile CRM contact is created, an Holded contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Activate
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Connect more apps to your Agile CRM + Holded flow

Sync invoices to your store, notify your sales team, and log customer data across your spreadsheets. Pick a combination and activate it in one click.

Agile CRM
Holded
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StripeStripe (4)
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MailchimpMailchimp (4)
+
ShopifyShopify (4)
+
Google SheetsGoogle Sheets (4)
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GmailGmail (4)
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SlackSlack (4)
S
A
H
When a payment succeeds in Stripe, create a contact in Agile CRM and create a sales receipt in Holded
Stripe payments instantly trigger a new Agile CRM contact and generate a sales receipt in Holded without manual data entry.
S
A
H
When a new customer is added in Stripe, update the contact in Agile CRM and create an invoice in Holded
Stripe customer creation updates your Agile CRM records and generates a Holded invoice instantly.
S
A
H
When a Stripe charge fails, update the Agile CRM contact and create a credit note in Holded
Failed Stripe charges update your Agile CRM notes and generate a credit note in Holded automatically.
S
A
H
When a Stripe subscription is created, create a deal in Agile CRM and create a sales order in Holded
New Stripe subscriptions create deals in Agile CRM and sales orders in Holded automatically.

Supported triggers and actions for Agile CRM and Holded

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
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What can you automate with Agile CRM + Holded?

Streamline your entire workflow by automating invoice generation, contact syncing, and payment tracking between Agile CRM and Holded.

What you can automate?
🧾
Generate Holded invoices from Agile CRM deals
Automatically create sales invoices in Holded the moment a deal is created or won in Agile CRM. Eliminate duplicate data entry between your sales and billing departments.
📋
Capture every submitted field in your records
Map all custom contact details and form inputs from Agile CRM straight into your Holded customer profiles. Keep every piece of client information accurate and accessible.
🔔
Notify your team as soon as deals close
Send instant notifications to your finance or sales channels whenever a new invoice is generated or a deal milestone changes. Keep your entire team informed in real time.
🔀
Route actions based on deal milestones
Trigger different billing steps depending on whether an Agile CRM deal is won, lost, or progressing through specific pipeline stages. Automate your complex sales logic effortlessly.
🔄
Keep customer records updated across platforms
Automatically sync contact updates, company details, and tag modifications between Agile CRM and Holded. Prevent mismatched records and outdated customer information.
➕
Add or update contacts without duplicates
Search existing database records before creating new entries in Agile CRM or Holded. Maintain clean customer directories without messy duplicate profiles.
💳
Handle later status changes and payments
Update invoice payment statuses in Holded and adjust deal stages in Agile CRM when payments are received or credit notes are issued. Keep your financial books balanced.
🔌
Extend your workflow to Slack and Gmail
Connect your core Agile CRM and Holded setup with Slack or Gmail to send customer emails, team alerts, and follow-up tasks automatically.
And much more...

Who is Agile CRM + Holded integration for?

Connecting Agile CRM to Holded helps sales and finance teams eliminate manual data entry, streamline invoice generation, and keep customer records perfectly aligned across departments.

Finance managers
Finance managers
Sales reps
Sales reps
Account managers
Account managers
Sales operations teams
Sales operations teams
Project coordinators
Project coordinators
Operations leads
Operations leads
📊
Finance managers
You're tracking closed deals in Agile CRM but your billing reports only update when someone manually creates invoices, so the revenue numbers you're reviewing are always hours behind — with this integration, every new deal generates a Holded invoice instantly and your financial data stays current.
⚡
Sales reps
You're closing deals in Agile CRM but customer invoices take hours to reach Holded, so your clients wait too long for billing details — automating both apps means every won deal creates a sales invoice instantly and your billing workflow moves without delay.
🤝
Account managers
You're managing client onboarding in Agile CRM while your billing team works inside Holded, so your clients experience delays when invoices don't match deal terms — connecting these apps means every updated deal instantly reflects in your billing records.
📈
Sales operations teams
You're handling high volumes of customer data in Agile CRM that need manual transfer to Holded, so backlogs delay your monthly accounting closes — this integration means every contact update flows straight into your financial system without manual effort.
📋
Project coordinators
You're setting up new client records in Agile CRM while finance waits to create profiles in Holded, so kickoff meetings happen before billing is ready — automating both apps means contact details sync immediately so your teams align on day one.
🔍
Operations leads
You're tracking company accounts in Agile CRM but missing transaction records create gaps in your Holded audit history, so compliance checks take days to complete — integrating these apps means every company record and transaction matches perfectly.
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Why choose Integrately to automate Agile CRM + Holded

Build and manage your Agile CRM + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Agile CRM to Holded?
Frequently Asked Questions
You can connect Agile CRM to Holded instantly in 1-click using ready-made templates on Integrately. Simply authenticate your Agile CRM and Holded accounts, choose a pre-built workflow, or ask Integrately AI to set up custom multi-step flows connecting tools like Slack and Gmail.
Can I automatically create a Holded invoice from an Agile CRM deal?
Frequently Asked Questions
Can I connect Agile CRM, Holded, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Holded?
Frequently Asked Questions
How does Agile CRM handle contact syncing with Holded?
Frequently Asked Questions
Can I update Holded invoice statuses from Agile CRM?
Frequently Asked Questions
How do I automate Agile CRM and Holded without coding?
Frequently Asked Questions
Is the Agile CRM and Holded integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Holded With 1500+ Other Apps

Agile CRM
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Holded
Popular Holded Integrations
Sync Holded with payment gateways, banking tools, and inventory systems to streamline financial reporting and order tracking.
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