Freshservice + Holded Integration

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

With Freshservice automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support 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 Freshservice & Holded using Integrately.

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Ready Workflows For Freshservice + Holded Integration

Just click on the workflow you want to automate

Create Holded deal for new Freshservice ticket

Freshservice + Holded Integration

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Create Holded creditnote for new Freshservice ticket

Freshservice + Holded Integration

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Create Holded contact from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Holded. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Holded integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Holded.

This makes it easy to keep track of your support tickets and contacts in one place.

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Create Your Own Freshservice & Holded Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Ticket is created in Freshservice
Triggers the automation whenever a new ticket is created
Ticket is updated in Freshservice
Triggers the automation whenever a ticket is modified
Requester is created in Freshservice
Triggers the automation whenever a new requester is created
Requester is updated in Freshservice
Triggers the automation whenever a requester is updated
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

Create ticket in Freshservice
Automatically generates a new ticket
Create requester in Freshservice
Automatically generates new requester profiles with particular parameters
Get requester by ID in Freshservice
Automatically retrieves a requester's information using their unique ID
Get agent by ID in Freshservice
Get group by ID in Freshservice
Automatically retrieves a group by its ID
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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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

Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.

See Freshservice 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