bexio + Holded Integration

Connect bexio to Holded in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
  • Holded
    Invoice is created in Holded
  • Holded
    Purchase is created in Holded
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for bexio + Holded Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
bexio + Holded Integration

Create Holded deal from new bexio contact

Anytime a new contact is created in your bexio, 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 bexio - 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.
See more
bexio + Holded Integration

Create Holded contact for new bexio 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 bexio - Holded integration, anytime a new bexio 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.
See more
  • 1of1
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular bexio Automations from
Integrately Community

Just click on the workflow you want to automate

Shopify logo
bexio logo
Create bexio invoice for new Shopify order
Activate
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
Activate
Notion logo
bexio logo
Create bexio contact for new Notion database item
Activate
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Shopify logo
bexio logo
Create bexio invoice for new Shopify order
Activate
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
Activate
Notion logo
bexio logo
Create bexio contact for new Notion database item
Activate
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
MySQL logo
bexio logo
Create bexio contact for new MySQL row
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
MySQL logo
bexio logo
Create bexio contact for new MySQL row
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row

Top 10 Most Popular Holded Automations from
Integrately Community

Most popularmost-popular-automations
01
WhatsApp logo
Holded logo
Create Holded creditnote for new WhatsApp message
02
Google Sheets logo
Holded logo
Create Holded contact for new Google Sheets row
03
Notion logo
Holded logo
Create Holded contact for new Notion database item
04
WordPress logo
Holded logo
Create Holded contact for new WordPress user
05
Trello logo
Holded logo
Create Holded creditnote for new Trello message
cloud
Holded
app integration
06
Coda logo
Holded logo
Create Holded contact for new Coda row
07
EasyCSV logo
Holded logo
Create Holded contact for new EasyCSV data
08
Bubble logo
Holded logo
Create Holded contact for new Bubble data thing
09
MySQL logo
Holded logo
Create Holded contact for new MySQL row
10
SeaTable logo
Holded logo
Create Holded contact for new SeaTable row
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect bexio or Holded With 1400+ Other Apps

bexio
bexio
bexio is the perfect solution for small companies in Switzerland who need powerful accounting, invoicing, payroll, and other tools to stay organized and efficient. It lets you handle all the business needs in one place.
Holded
Holded
Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.