EngageBay CRM + Holded Integration

Connect EngageBay CRM to Holded in 1 click

Integrate EngageBay CRM + Holded For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular EngageBay CRM + Holded Workflows

Create Holded contact for new EngageBay CRM 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 EngageBay CRM 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 EngageBay CRM contact

This automation makes it easy to create new deals in Holded when a new contact is created in EngageBay CRM. Just connect your accounts, and every time a new contact is created in EngageBay CRM, 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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Create Your Own EngageBay CRM & Holded Integration Without Any Code

Create Custom Workflow

Contact is created in EngageBay CRM
Contact is updated in EngageBay CRM
Owner is created in EngageBay CRM
Deal is created in EngageBay CRM
Deal is updated in EngageBay CRM
Form is submitted in EngageBay CRM
List is created in EngageBay CRM
Company is created in EngageBay CRM
Company is updated in EngageBay CRM
Purchase is created in Holded
Invoice is created in Holded

Create a contact in EngageBay CRM
Update contact in EngageBay CRM
Search contact by email in EngageBay CRM
Add tag to a contact in EngageBay CRM
Remove tag from contact in EngageBay CRM
Search contact in EngageBay CRM
Add contact to a form in EngageBay CRM
Create a company in EngageBay CRM
Search company in EngageBay CRM
Create contact in Holded
Search contact by email in Holded
Update contact in Holded
Search contact by phone in Holded
Create sales invoice in Holded
Create purchase invoice in Holded
Create deal in Holded
Create credit note in Holded
Mark invoice as paid in Holded
Send invoice in Holded
Create sales receipt in Holded
Mark credit note as paid in Holded
Create quote in Holded
Create sales order in Holded
Create product in Holded
Create event in Holded
Create payment in Holded
Create employee in Holded

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Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

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Integrate EngageBay CRM & Holded In 1 Click
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You Can Also Connect EngageBay CRM or Holded With 1200+ Other Apps

EngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.

See EngageBay CRM 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