Live Chat + Holded Integration

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Live Chat + Holded Integration

Create Holded contact from new Live Chat 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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Live Chat + Holded Integration
1.
  • Live Chat
    Ticket is created in Live Chat Instant
  • Live Chat
    Chat is started in Live Chat Instant
  • Live Chat
    Chat is ended in Live Chat Instant
  • Live Chat
    Chat changed in Live Chat Instant
  • Live Chat
    Visitor enters queue in Live Chat Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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
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