Holded + Myphoner Integration

Integrate Holded to Myphoner in one click, or tell Integrately AI how you want each lead handled. Sync won leads to your accounts, create contacts, track purchases, and streamline your entire sales pipeline automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • Myphoner
    Lead is archived in Myphoner Instant
  • Myphoner
    Lead is marked for call back in Myphoner Instant
  • Myphoner
    Lead is lost in Myphoner Instant
  • Myphoner
    Lead is won in Myphoner Instant
Arrow Right
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
  • Myphoner
    Create lead in Myphoner
  • Myphoner
    Mark lead as won in Myphoner
  • Myphoner
    Mark lead as lost in Myphoner
  • Myphoner
    Search lead by email in Myphoner
  • Myphoner
    Mark lead for call back in Myphoner
  • Myphoner
    Search for lead in Myphoner

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Ready WorkflowsReady Workflows   for Holded + Myphoner Integration

Capture won leads, create contacts, generate invoices, track follow-ups, and keep your company records updated, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Holded + Myphoner flow

Keep your CRM updated, log payments, alert your sales team, and send follow-up emails after leads convert. Pick a combination and activate it in one click.

Holded
Myphoner
+
HubspotHubspot (4)
+
AircallAircall (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
M
H
H
Add every won Myphoner lead to your HubSpot CRM, and create a matching contact in Holded.
Won Myphoner leads immediately become contacts in HubSpot and Holded, so your sales and company records stay perfectly aligned without manual entry.
H
H
M
Create a HubSpot contact and a Myphoner lead whenever a new invoice is created in Holded.
New invoices generated in Holded automatically create a contact in HubSpot and a new lead in Myphoner for ongoing sales outreach.
M
H
H
Update your HubSpot contact and Holded records when a Myphoner lead is marked for call back.
Call back statuses in Myphoner update your HubSpot contact records and Holded entries in real time.
M
H
H
Create a HubSpot deal and a Holded sales invoice for every won Myphoner lead.
Won Myphoner leads instantly generate a deal in HubSpot and prepare a sales invoice in Holded for fast billing.

Supported triggers and actions for Holded and Myphoner

Mix and match to build the exact automation you need

Holded
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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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
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Myphoner
Myphoner Triggers & Actions
Instant
Lead is archived in Myphoner
Triggers the automation when a lead is archived for future references
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Instant
Lead is marked for call back in Myphoner
Triggers the automation when a lead is marked for call back
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Instant
Lead is lost in Myphoner
Triggers the automation when lead is marked as lost
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Instant
Lead is won in Myphoner
Triggers the automation when a lead is marked as won
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Create lead in Myphoner
Generates new leads for potential customers
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Mark lead as won in Myphoner
Marks a lead as won
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Mark lead as lost in Myphoner
Marks a lead as lost
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Search lead by email in Myphoner
Retrieves information for a particular lead using their email
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Mark lead for call back in Myphoner
Set a reminder to call back a lead at a later time
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Search for lead in Myphoner
Searches for a lead
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What can you automate with Holded + Myphoner?

Connect lead management with company operations to sync contacts, track invoices, and streamline your entire revenue workflow automatically.

What you can automate?
🎯
Sync won leads into Holded contacts
Automatically create a contact in Holded the moment a lead is won in Myphoner. Eliminate manual data entry and keep your company records accurate.
📝
Transfer complete lead details and notes
Capture every custom field, email, phone number, and interaction detail from Myphoner when creating deals or contacts in Holded.
🔔
Alert your team on status updates
Notify relevant team members immediately when a lead is marked for call back or won in Myphoner.
🔀
Route leads based on call outcomes
Create a sales order or invoice in Holded if a lead converts under specific tiers, or log them as lost otherwise.
🔄
Keep contact and deal info updated
Update existing contacts in Holded automatically whenever lead details change or get archived in Myphoner.
🔍
Search and update existing records
Search contacts by email or phone in Holded before creating new entries, preventing duplicate records in your database.
💰
Manage invoices and payments on conversion
Create sales invoices or mark payments as paid in Holded when leads complete their purchase journey.
🔗
Extend your workflow to Slack or Google Sheets
Push won leads from Myphoner into Holded and instantly post a notification to your Slack sales channel.
And much more...

Who is Holded + Myphoner integration for?

Sales managers, finance teams, and business owners streamline lead conversion, company management, and record keeping without manual data entry across platforms.

Sales operations managers
Sales operations managers
Outbound sales agents
Outbound sales agents
Client account executives
Client account executives
High-volume sales teams
High-volume sales teams
Finance and billing specialists
Finance and billing specialists
Compliance and audit leads
Compliance and audit leads
📊
Sales operations managers
You're reviewing lead conversion numbers and revenue metrics every week, but your company records only update when someone manually exports data, so the reports you present are always a few days behind — with this integration, every won lead lands in Holded instantly and your pipeline reports stay current.
Outbound sales agents
You're making cold calls all day in Myphoner but finding out about new customer purchases or invoices hours later, so your context during follow-up calls is always incomplete — automating both apps means every Holded invoice or purchase syncs immediately and your team acts with full visibility.
📋
Client account executives
You're managing client onboarding after a cold call converts, but deal details stay trapped in Myphoner until someone re-types them into your management software, so client handoffs are frequently delayed — connecting these apps means every converted lead instantly creates a contact and record in Holded without manual typing.
📦
High-volume sales teams
You're processing hundreds of cold calls and winning leads daily, but manual data entry causes backlogs that leave accounts uncreated in Holded for days — with this integration, every won lead triggers instant contact and deal creation so your operations keep pace with sales.
⚙️
Finance and billing specialists
You're waiting for sales agents to notify you when a prospect converts before you can prepare invoices, creating frustrating bottlenecks in billing — this integration means every won Myphoner lead initiates the downstream invoicing workflow in Holded automatically.
🗂️
Compliance and audit leads
You're auditing sales touchpoints and financial records, but missing manual handoffs leave frustrating gaps between your calling history and company books — connecting these apps means every lead status change and financial document maps together seamlessly into a reliable audit trail.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Holded + Myphoner

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

1,500+ apps connected
1,500+ apps connected
Connect Holded + Myphoner with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Holded to Myphoner?
Frequently Asked Questions
Connecting Holded to Myphoner is simple and requires zero coding experience. You can use 1-click ready templates or ask Integrately AI to build your custom workflow connecting Holded, Myphoner, and other essential tools like Google Sheets or Slack.
Can I automatically create a Holded contact when a Myphoner lead is won?
Frequently Asked Questions
Can I connect Holded, Myphoner, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Myphoner?
Frequently Asked Questions
How does Holded handle invoices and purchases in automations?
Frequently Asked Questions
How does Myphoner track lead status changes like won or lost?
Frequently Asked Questions
Can I automate my lead-to-invoice workflow without coding?
Frequently Asked Questions
Is the Holded and Myphoner integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Holded or Myphoner With 1500+ Other Apps

Holded
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Myphoner
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