Microsoft Office 365 + Holded Integration

Q: Can I automatically create Microsoft Office 365 contacts from new Holded purchases?

New Holded purchases can automatically generate contacts and calendar events in Microsoft Office 365 using ready-made integration templates on Integrately.

Q: Can I connect Holded, Microsoft Office 365, and Slack?

All three apps work together seamlessly in multi-step workflows. When a purchase occurs in Holded, it can update Microsoft Office 365 and notify your team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Holded and Microsoft Office 365?

Most alternatives charge significantly more for multi-step workflows, whereas Integrately offers 20 million+ templates, 24/5 live chat, and 3x to 10x lower cost for Holded and Microsoft Office 365 integrations.

Q: How does Holded handle invoice data during integration?

Holded creates sales invoices and purchase records automatically when triggered by external events, maintaining accurate financial records without manual entry.

Q: Can Microsoft Office 365 update calendar events based on Holded activities?

Microsoft Office 365 can automatically create and update calendar events and tasks whenever purchases or customer updates occur in Holded.

Q: Is coding required to set up this integration?

Connecting Holded and Microsoft Office 365 requires no coding skills. You can start with ready automation templates or prompt Integrately AI to build your exact workflow.

Q: Is the Holded and Microsoft Office 365 integration free?

The Holded and Microsoft Office 365 integration is available on the Integrately free forever plan with access to ready-made templates and automated workflows.

Integrate Holded to Microsoft Office 365 in one click, or tell Integrately AI how you want each purchase handled. Sync contact details, log invoices, update calendar events, and trigger follow-ups automatically.

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Email is received in Microsoft Office 365
Calendar event is about to start in Microsoft Office 365
Calendar event is ended in Microsoft Office 365
Email is created in Microsoft Office 365
Calendar event is created in Microsoft Office 365
Calendar event is started in Microsoft Office 365
Calendar event is updated in Microsoft Office 365
Contact is created in Microsoft Office 365
Contact is updated in Microsoft Office 365
Purchase is created in Holded
Invoice is created in Holded

Retrieve Event Attachment in Microsoft Office 365
Retrieve Message Attachment in Microsoft Office 365
Send email in Microsoft Office 365
Create draft email in Microsoft Office 365
Create event in Microsoft Office 365
Create contact in Microsoft Office 365
Update contact in Microsoft Office 365
Search contact in Microsoft Office 365
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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Ready Workflows for Holded + Microsoft Office 365 Integration

Capture purchases, log invoices, keep contacts updated, alert your team, and send follow-ups, all in just one click.

Create Holded creditnote for new Microsoft Office 365 message

Microsoft Office 365 + Holded Integration

Activate

Create Holded deal from new Microsoft Office 365 contact

Anytime a new contact is created in your Microsoft Office 365, 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 Microsoft Office 365 - 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.

Activate

Create Holded deal for new Microsoft Office 365 event

Are you using Microsoft Office 365 to manage your events? If so, did you know that you can also create deals in your Holded directly from Microsoft Office 365 events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.

Activate

Create Holded creditnote for new Microsoft Office 365 event

Microsoft Office 365 + Holded Integration

Activate

Create Holded contact for new Microsoft Office 365 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 Microsoft Office 365 - Holded integration, anytime a new Microsoft Office 365 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.

Activate

When Contact is created in Microsoft Office 365 > Check condition > Create contact in Holded

Microsoft Office 365 + Holded Integration

Activate

When Contact is created in Microsoft Office 365 > Check condition > Create employee in Holded

Microsoft Office 365 + Holded Integration

Activate

When Contact is updated in Microsoft Office 365 > Check condition > Create contact in Holded

Microsoft Office 365 + Holded Integration

Activate

When Contact is updated in Microsoft Office 365 > Check condition > Create employee in Holded

Microsoft Office 365 + Holded Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Microsoft Office 365 flow

Connect billing, customer messaging, and spreadsheet tools to extend your core automation flow. Pick a combination and activate it in one click.

Stripe (4)

Shopify (4)

QuickBooks Online (4)

Slack (4)

Mailchimp (4)

Google Drive (4)

Create a Stripe customer for every new purchase in Holded, and send a welcome email in Microsoft Office 365

Every Holded purchase creates a matching Stripe customer and notifies your team in Microsoft Office 365 without manual data entry.

Log every Stripe charge in Holded, and create a calendar event in Microsoft Office 365 for follow-up

Stripe charges update your Holded records instantly while scheduling a follow-up event in Microsoft Office 365.

When a Stripe subscription fails, update the contact in Holded and send an alert email in Microsoft Office 365

Failed Stripe subscriptions update your Holded records and trigger an instant alert in Microsoft Office 365.

Use ChatGPT to analyze failed Stripe payments, update Holded records, and draft a notice in Microsoft Office 365

Analyze billing failures with AI, update Holded, and prepare follow-up drafts in Microsoft Office 365 automatically.

Add every new Shopify order to Holded as an invoice, and send a summary email in Microsoft Office 365

Shopify orders generate Holded invoices instantly while notifying your team in Microsoft Office 365.

Update customer details in Holded when a Shopify customer is updated, and log the event in Microsoft Office 365

Shopify customer updates sync with Holded and log an activity in Microsoft Office 365 automatically.

If a Shopify order exceeds a threshold, create a priority Holded sales order and notify management in Microsoft Office 365

High-value Shopify orders trigger priority Holded sales orders and alerts in Microsoft Office 365.

When a Shopify refund is processed, create a credit note in Holded and send a confirmation via Microsoft Office 365

Shopify refunds generate Holded credit notes and notify customers via Microsoft Office 365 automatically.

Create a Holded sales invoice for every new QuickBooks Online invoice, and log it in Microsoft Office 365

QuickBooks Online invoices generate Holded sales invoices and log calendar events in Microsoft Office 365.

Update Holded contacts when a QuickBooks Online customer is modified, and notify the team in Microsoft Office 365

QuickBooks Online customer changes update Holded records and trigger notifications in Microsoft Office 365.

When a QuickBooks Online payment is received, mark the invoice as paid in Holded and notify via Microsoft Office 365

QuickBooks Online payments mark Holded invoices as paid and send notifications in Microsoft Office 365.

Use Claude to categorize QuickBooks Online expenses, create purchase invoices in Holded, and log them in Microsoft Office 365

AI categorizes QuickBooks Online expenses, creates Holded purchase invoices, and logs events in Microsoft Office 365.

When a Holded purchase is created, notify your team in Slack and create a follow-up task in Microsoft Office 365

Holded purchases trigger instant Slack notifications and create tasks in Microsoft Office 365.

When a Microsoft Office 365 email is received, create a contact in Holded and announce it in Slack

Incoming Microsoft Office 365 emails create Holded contacts and post announcements in Slack automatically.

When a Holded invoice is created, post the details in Slack and send a confirmation via Microsoft Office 365

New Holded invoices post to Slack and trigger confirmation emails in Microsoft Office 365.

Use Gemini to summarize Microsoft Office 365 emails, create Holded deals, and alert your team in Slack

AI summarizes customer emails, creates Holded deals, and notifies your team in Slack automatically.

Add every new Holded contact to Mailchimp, and log the sync in Microsoft Office 365

Holded contacts sync to Mailchimp automatically while logging events in Microsoft Office 365.

When a Mailchimp subscriber clicks a campaign link, create a contact in Holded and notify via Microsoft Office 365

Mailchimp engagement creates Holded contacts and triggers notifications in Microsoft Office 365.

When a Holded purchase occurs, add the customer to Mailchimp and schedule a welcome email in Microsoft Office 365

Holded purchases add subscribers to Mailchimp and schedule welcome emails in Microsoft Office 365.

Use Perplexity to research Mailchimp subscribers, create enriched contacts in Holded, and notify via Microsoft Office 365

AI researches Mailchimp subscribers, creates enriched Holded contacts, and notifies your team in Microsoft Office 365.

When a Holded invoice is created, save a PDF copy in Google Drive and notify via Microsoft Office 365

Holded invoices generate PDF backups in Google Drive and send notifications in Microsoft Office 365.

When a Microsoft Office 365 email attachment is received, save it to Google Drive and create a Holded product

Email attachments save to Google Drive and create product records in Holded automatically.

When a new file is added to Google Drive, create a product in Holded and log the event in Microsoft Office 365

Google Drive files create Holded product listings and log tracking events in Microsoft Office 365.

Use Claude to extract invoice data from Google Drive files, create Holded invoices, and notify via Microsoft Office 365

AI extracts document data from Google Drive, creates Holded invoices, and notifies your team in Microsoft Office 365.

Supported triggers and actions for Microsoft Office 365 and Holded

Mix and match to build the exact automation you need

Microsoft Office 365 Triggers & Actions

Email is received in Microsoft Office 365

Triggers the automation when an email is received

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Calendar event is about to start in Microsoft Office 365

Triggers the automation when event is about to start

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Calendar event is ended in Microsoft Office 365

Triggers the automation when a new event is ended in a calendar

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Email is created in Microsoft Office 365

Triggers the automation when a new email is created

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Calendar event is created in Microsoft Office 365

Triggers the automation when a new event is created in a calendar

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Calendar event is started in Microsoft Office 365

Triggers the automation when a new event is created in a calendar

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Calendar event is updated in Microsoft Office 365

Triggers the automation when a calendar event is updated

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Contact is created in Microsoft Office 365

Triggers the automation when a new contact is created

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Contact is updated in Microsoft Office 365

Triggers the automation when a contact is updated

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Holded Triggers & Actions

Purchase is created in Holded

Triggers the automation when a new purchase is created

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Invoice is created in Holded

Triggers the automation when any invoice is added or modified

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What can you automate with Holded + Microsoft Office 365?

Streamline your company management and communication workflows with powerful, ready-to-run automations.

Get Started For Free

🔄

Sync purchases and create contacts automatically

Turn every Holded purchase into a Microsoft Office 365 contact instantly without manual copying or administrative delays.

📋

Capture every submitted field and detail

Map all available purchase items, customer names, and invoice fields directly into your Microsoft Office 365 records.

🔔

Notify the right team member instantly

Trigger email notifications and calendar events in Microsoft Office 365 the moment a new invoice or purchase is created in Holded.

🔀

Route records based on submitted criteria

Apply conditional rules to handle high-value purchases differently from standard orders across Holded and Microsoft Office 365.

📝

Keep records updated as details change

Automatically update Microsoft Office 365 contacts and calendar events whenever customer information changes in Holded.

🔍

Search and update instead of creating duplicates

Check for existing contacts by email or phone in Holded before creating new records, keeping your database clean.

💳

Handle later status changes and payments

Mark invoices as paid or process credit notes in Holded and trigger corresponding status updates in Microsoft Office 365.

🔗

Extend your workflow to external apps

Connect Stripe, Slack, or Shopify to your core Holded and Microsoft Office 365 setup for multi-step automations.

And much more...

Who is Holded + Microsoft Office 365 integration for?

Connect Holded and Microsoft Office 365 to eliminate manual data entry, streamline financial tracking, and keep your entire team aligned.

Finance directors and accountants

Sales managers

Client success teams

Operations coordinators

Account executives

Business administrators

📈

Finance directors and accountants

You review purchase records and invoices daily, but manual data transfers leave gaps in your financial reporting — this integration means every transaction syncs instantly and your ledgers stay accurate.

⚡

Sales managers

You need to act fast on new customer purchases, but contact updates reach your team too late — automating both apps means every contact and order is processed the moment it occurs.

🤝

Client success teams

You answer to clients who expect timely updates on their billing and orders, but manual tracking slows you down — connecting these apps means your workflow runs smoothly without delays.

📊

Operations coordinators

The volume of purchases and customer requests is too high for anyone to keep up by hand, leading to missed details — this integration means all records are captured and routed automatically.

🔄

Account executives

You own the next step in the client onboarding process and depend on upstream handoffs, but records get lost between tools — automating both apps means seamless transitions from purchase to contact creation.

🗂️

Business administrators

You need a reliable history of all company transactions and contact interactions, but you keep finding missing entries — connecting these apps means your business records remain complete and searchable.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Office 365 + Holded

Build and manage your Microsoft Office 365 + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Office 365 + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Holded to Microsoft Office 365?

You can connect Holded to Microsoft Office 365 instantly using 1-click ready workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting Stripe, Shopify, QuickBooks Online, Slack, Mailchimp, and Google Drive.

Can I automatically create Microsoft Office 365 contacts from new Holded purchases?

Can I connect Holded, Microsoft Office 365, and Slack?

What is a good Zapier alternative for Holded and Microsoft Office 365?

How does Holded handle invoice data during integration?

Can Microsoft Office 365 update calendar events based on Holded activities?

Is coding required to set up this integration?

Is the Holded and Microsoft Office 365 integration free?

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Want to automate something else in your workflow?

You Can Also Connect Holded or Microsoft Office 365 With 1500+ Other Apps

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Microsoft Office 365 + Holded Integration

Integrate Holded to Microsoft Office 365 in one click, or tell Integrately AI how you want each purchase handled. Sync contact details, log invoices, update calendar events, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Holded + Microsoft Office 365 Integration

Capture purchases, log invoices, keep contacts updated, alert your team, and send follow-ups, all in just one click.

Create Holded creditnote for new Microsoft Office 365 message

Create Holded deal from new Microsoft Office 365 contact

Create Holded deal for new Microsoft Office 365 event

Create Holded creditnote for new Microsoft Office 365 event

Create Holded contact for new Microsoft Office 365 contact

When Contact is created in Microsoft Office 365 > Check condition > Create contact in Holded

When Contact is created in Microsoft Office 365 > Check condition > Create employee in Holded

When Contact is updated in Microsoft Office 365 > Check condition > Create contact in Holded

When Contact is updated in Microsoft Office 365 > Check condition > Create employee in Holded

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Microsoft Office 365 flow

Connect billing, customer messaging, and spreadsheet tools to extend your core automation flow. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Office 365 and Holded

Mix and match to build the exact automation you need

What can you automate with Holded + Microsoft Office 365?

Streamline your company management and communication workflows with powerful, ready-to-run automations.

Who is Holded + Microsoft Office 365 integration for?

Connect Holded and Microsoft Office 365 to eliminate manual data entry, streamline financial tracking, and keep your entire team aligned.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Office 365 + Holded

Build and manage your Microsoft Office 365 + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Holded or Microsoft Office 365 With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Office 365 + Holded Integration

Integrate Holded to Microsoft Office 365 in one click, or tell Integrately AI how you want each purchase handled. Sync contact details, log invoices, update calendar events, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Holded + Microsoft Office 365 Integration

Capture purchases, log invoices, keep contacts updated, alert your team, and send follow-ups, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Microsoft Office 365 flow

Connect billing, customer messaging, and spreadsheet tools to extend your core automation flow. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Office 365 and Holded

Mix and match to build the exact automation you need

What can you automate with Holded + Microsoft Office 365?

Streamline your company management and communication workflows with powerful, ready-to-run automations.

Who is Holded + Microsoft Office 365 integration for?

Connect Holded and Microsoft Office 365 to eliminate manual data entry, streamline financial tracking, and keep your entire team aligned.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Office 365 + Holded

Build and manage your Microsoft Office 365 + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Holded or Microsoft Office 365 With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click