Holded + Createtos Integration

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Popular Holded + Createtos Workflows

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Createtos + Holded Integration

Create Holded contact for new Createtos form submission

When someone completes your Createtos, a new contact is automatically created in your Holded. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Createtos is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Createtos - Holded integration set up makes it easy to manage your customer relationships and grow your business.
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Createtos + Holded Integration

Create Holded deal for new Createtos event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Holded.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Createtos, it will trigger a corresponding deal creation in Holded.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Holded + Createtos Integration
1.
  • Holded
    Invoice is created in Holded
  • Holded
    Purchase is created in Holded
  • Createtos
    Contact is created or updated in Createtos Instant
  • Createtos
    Form response is created in Createtos Instant
  • Createtos
    Order is created in Createtos Instant
  • Createtos
    Order is updated in Createtos Instant
  • Createtos
    Product is created in Createtos Instant
  • Createtos
    Product is updated in Createtos Instant
  • Createtos
    Booking is created in Createtos Instant
2.
  • 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
  • Createtos
    Update member in Createtos
  • Createtos
    Delete contact in Createtos
  • Createtos
    Search contact in Createtos
  • Createtos
    Update contact in Createtos
  • Createtos
    Create contact in Createtos
  • Createtos
    Create product in Createtos
  • Createtos
    Update product in Createtos
  • Createtos
    Search product in Createtos
  • Createtos
    Create member in Createtos
  • Createtos
    Delete member in Createtos
  • Createtos
    Create member group in Createtos
  • Createtos
    Update member group in Createtos
  • Createtos
    Delete member group in Createtos
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