Apex27 + Holded Integration

Connect Apex27 to Holded - Automate your workflows in 1-click

Make use of Apex27 and Holded automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Apex27 & Holded using Integrately.
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Apex27 + Holded Integration

Create Holded contact for new Apex27 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 Apex27 - Holded integration, anytime a new Apex27 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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Apex27 + Holded Integration

Create Holded deal from new Apex27 contact

Anytime a new contact is created in your Apex27, 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 Apex27 - 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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Apex27 + Holded Integration
1.
  • Apex27
    Contact is created in Apex27

    Triggers the automation whenever a new contact is created

  • Apex27
    Lead is created in Apex27

    Triggers the automation whenever a new lead is created

  • Apex27
    Listing is created in Apex27

    Triggers the automation whenever a new listing is created

  • Holded
    Purchase is created in Holded

    Triggers the automation whenever a new purchase is created

  • Holded
    Invoice is created in Holded

    Triggers the automation whenever any invoice is added or modified

2.
  • Apex27
    Create contact in Apex27

    Automatically adds a new contact to the database

  • Apex27
    Update contact in Apex27

    Automatically updates contact information with new details

  • Apex27
    Search contact in Apex27

    Automatically finds and retrieves contact information

  • Apex27
    Create viewing in Apex27

    Automatically schedules a new viewing

  • Apex27
    Create listing in Apex27

    Automatically creates a new listing

  • Apex27
    Update listing in Apex27

    Automatically updates product information on the listing page

  • Apex27
    Update viewing in Apex27

    Automatically updates a viewing

  • Apex27
    Search listing in Apex27

    Automatically searches for a listing

  • Apex27
    Search viewing in Apex27

    Automatically searches for a viewing

  • Apex27
    Update lead in Apex27

    Automatically updates the lead information

  • Apex27
    Search lead in Apex27

    Automatically retrieves information for a particular lead

  • Apex27
    Upload image for listing in Apex27

    Automatically adds images to your listing

  • Holded
    Create contact in Holded

    Automatically adds a new contact to the database

  • Holded
    Search contact by email in Holded

    Automatically finds and retrieves contact information using their email address

  • Holded
    Update contact in Holded

    Automatically updates contact information with new details

  • Holded
    Search contact by phone in Holded

    Automatically find information about a contact using the phone number

  • Holded
    Create sales invoice in Holded

    Automatically generates a new sales invoice with pre-filled details

  • Holded
    Create purchase invoice in Holded

    Automatically generates a purchase invoice for a sales transaction

  • Holded
    Create deal in Holded

    Automatically generates a new deal with

  • Holded
    Create credit note in Holded

    Automatically generates a credit note for returned items

  • Holded
    Mark invoice as paid in Holded

    Automatically updates invoice status to paid

  • Holded
    Send invoice in Holded

    Automatically generates and send invoices to clients

  • Holded
    Create sales receipt in Holded

    Automatically generates and send sales receipts to customers

  • Holded
    Mark credit note as paid in Holded

    Automatically updates credit note status to paid when payment is received

  • Holded
    Create quote in Holded

    Automatically generates a new quote with pre-filled information

  • Holded
    Create sales order in Holded

    Automatically generates a new sales order with pre-filled details

  • Holded
    Create product in Holded

    Automatically generates and launch new products

  • Holded
    Create event in Holded

    Automatically adds a new contact to the contact list

  • Holded
    Create payment in Holded

    Automatically generates and process a payment transaction

  • Holded
    Create employee in Holded

    Automatically adds a new contact to the contact list

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Integrate Apex27 & Holded In 1 Click
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