Concord + Holded Integration

Connect Concord to Holded in 1 click

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1.
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.

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Ready Workflows Ready Workflows   for Concord + Holded Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Concord + Holded Integration

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

Create Holded deal from new Concord contact

Anytime a new contact is created in your Concord, 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 Concord - 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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Automations

Top 10 Most Popular Concord Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
Activate
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
Airtable logo
Concord logo
Create Concord contact for new Airtable record
Notion logo
Concord logo
Create Concord contact for new Notion database item
Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
Activate
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
Airtable logo
Concord logo
Create Concord contact for new Airtable record
Notion logo
Concord logo
Create Concord contact for new Notion database item
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
Activate
Wassenger logo
Concord logo
Create Concord note for new Wassenger message
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
Activate
Wassenger logo
Concord logo
Create Concord note for new Wassenger message

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
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1
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2
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3
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Setup an action from Trello
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Want to automate something else in your workflow?

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

Concord
Concord
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
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.