CleverReach + Holded Integration

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

Set up CleverReach automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of Holded automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between CleverReach & Holded using Integrately.

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Ready Workflows For CleverReach + Holded Integration

Just click on the workflow you want to automate

Create Holded contact for new CleverReach contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Holded contact and CleverReach contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

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Create Holded deal for new CleverReach contact

This automation makes it easy to create new deals in Holded when a new contact is created in CleverReach. Just connect your accounts, and every time a new contact is created in CleverReach, a new deal will automatically be created in Holded.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.

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When Subscriber is unsubscribed from list in CleverReach > Check any condition > Create deal in Holded

CleverReach + Holded Integration

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Create Your Own CleverReach & Holded Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Subscriber is created in the list in CleverReach
Triggers the automation whenever a subscriber is added to the list
Subscriber is unsubscribed from list in CleverReach
Triggers the automation whenever a subscriber opts out from a particular list
Purchase is created in Holded
Triggers the automation whenever a new purchase is created
Invoice is created in Holded
Triggers the automation whenever any invoice is added or modified

Add subscriber in CleverReach
Automatically adds a new contact to your subscriber list
Activate subscriber in CleverReach
Automatically trigger subscriber activation process
Search subscriber in CleverReach
Automatically look up and retrieve subscriber information
Update subscriber in CleverReach
Automatically updates subscriber information
Unsubscribe email in CleverReach
Automatically removes email address from mailing list
Add order item in CleverReach
Automatically adds new item to order list
Create contact in Holded
Automatically adds a new contact to the database
Search contact by email in Holded
Automatically finds and retrieves contact information using their email address
Update contact in Holded
Automatically updates contact information with new details
Search contact by phone in Holded
Automatically find information about a contact using the phone number
Create sales invoice in Holded
Automatically generates a new sales invoice with pre-filled details
Create purchase invoice in Holded
Automatically generates a purchase invoice for a sales transaction
Create deal in Holded
Automatically generates a new deal with
Create credit note in Holded
Automatically generates a credit note for returned items
Mark invoice as paid in Holded
Automatically updates invoice status to paid
Send invoice in Holded
Automatically generates and send invoices to clients
Create sales receipt in Holded
Automatically generates and send sales receipts to customers
Mark credit note as paid in Holded
Automatically updates credit note status to paid when payment is received
Create quote in Holded
Automatically generates a new quote with pre-filled information
Create sales order in Holded
Automatically generates a new sales order with pre-filled details
Create product in Holded
Automatically generates and launch new products
Create event in Holded
Automatically adds a new contact to the contact list
Create payment in Holded
Automatically generates and process a payment transaction
Create employee in Holded
Automatically adds a new contact to the contact list

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750 Tasks

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2,000 Tasks

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Integrate CleverReach & Holded In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect CleverReach or Holded With 1200+ Other Apps

CleverReach provides complete email marketing capabilities, including creation and delivery of targeted emails. It's easy to use, affordable and flexible enough for every business, small or large.

See CleverReach Integrations

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.

See Holded Integrations