Holded + Nimble Integration

Integrate Holded to Nimble in one click, or tell Integrately AI how you want each contact handled. Manage new invoices, sync customer records, create follow-up tasks, and update your CRM automatically.

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1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • Nimble
    Contact is created in Nimble
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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
  • Nimble
    Create task in Nimble
  • Nimble
    Update contact in Nimble
  • Nimble
    Search contact by email in Nimble
  • Nimble
    Get contact by ID in Nimble
  • Nimble
    Create contact in Nimble
  • Nimble
    Delete contact in Nimble

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Ready Workflows Ready Workflows for Holded + Nimble Integration

Create contacts from new invoices, sync purchases, update CRM records, assign tasks, and track sales, all in just one click.

Most popular automationsmost-popular-automations
Nimble + Holded Integration

Create Holded deal from new Nimble contact

Anytime a new contact is created in your Nimble, 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 Nimble - 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.
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Nimble + Holded Integration

Create Holded contact for new Nimble 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 Nimble - Holded integration, anytime a new Nimble 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.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Nimble flow

Send instant notifications, alert sales teams, log customer details, and trigger multi-step actions across your favorite business tools. Pick a combination and activate it in one click.

Holded
Nimble
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
S
H
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Create a sales invoice in Holded and create a contact in Nimble when a charge succeeds in Stripe
Successful Stripe charges instantly generate a Holded sales invoice and a Nimble contact so your financials and CRM stay aligned without manual data entry.
S
H
N
Create a contact in Holded and create a task in Nimble when a customer is created in Stripe
New Stripe customers automatically appear in Holded and generate a follow-up task in Nimble so your sales team never misses an onboarding step.
S
H
N
Mark the Holded invoice as paid and update the contact in Nimble when a Stripe payment succeeds
Completed Stripe payments automatically update your Holded invoice status and refresh your Nimble contact records in real time.
S
H
N
Use Claude to extract billing details from Stripe notes, create a Holded sales invoice, and update Nimble
Claude analyzes complex Stripe payment notes to generate accurate Holded sales invoices and update your Nimble contact records.

Supported triggers and actions for Holded and Nimble

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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Nimble
Nimble Triggers & Actions
Contact is created in Nimble
Triggers the automation when a new contact is created
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Create task in Nimble
Creates a new task
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Update contact in Nimble
Updates contact information with new details
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Search contact by email in Nimble
Finds and retrieves contact information using their email address
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Get contact by ID in Nimble
Retrieves a contact's information based on their id
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Create contact in Nimble
Adds a new contact to the database
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Delete contact in Nimble
Removes a contact from the address book
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What can you automate with Holded + Nimble?

Streamline your entire customer lifecycle by connecting company management and CRM workflows into a single automated engine.

What you can automate?
🔄
Sync invoices and CRM contacts automatically
Turn every new invoice created in Holded into a corresponding contact in Nimble instantly. Keep your financial records and sales pipeline perfectly aligned without lifting a finger.
📋
Capture every submitted contact detail
Map all available customer fields, phone numbers, and company names from Nimble straight into Holded. Ensure no valuable customer detail gets left behind during data transfers.
🔔
Notify your team as soon as deals close
Alert your sales and finance teams instantly on Slack whenever a new purchase or invoice is created in Holded. Keep every stakeholder informed the moment revenue lands.
🔀
Route records based on submitted invoice totals
Send high-value invoices to senior account managers in Nimble while routing standard transactions to automated queues. Personalize your workflow based on specific transaction criteria.
🔄
Keep client records updated across platforms
Automatically update existing contact details in Nimble whenever modifications occur in Holded. Maintain pristine customer profiles without manual reconciliation.
🔍
Search and update instead of creating duplicates
Search for existing contacts by email or phone before creating new records in Holded and Nimble. Prevent duplicate profiles and keep your databases clean.
💳
Manage later status changes and payments
Mark invoices as paid in Holded and update corresponding contact stages in Nimble when payments succeed. Automate your post-sale accounting workflows seamlessly.
💬
Extend your workflow with Slack alerts
Connect your Holded and Nimble core automation with Slack to notify team channels whenever new customer records or invoices are successfully generated.
And much more...

Who is Holded + Nimble integration for?

Connecting Holded and Nimble eliminates manual data silos, empowering teams to manage company finances and CRM pipelines with absolute accuracy.

Finance directors
Finance directors
Sales team leads
Sales team leads
Account managers
Account managers
Operations coordinators
Operations coordinators
Billing specialists
Billing specialists
Business auditors
Business auditors
📈
Finance directors
You review revenue reports and cash flow summaries, but your accounting numbers lag behind sales activity because invoices take hours to export — automating both apps means every new Holded invoice and Nimble transaction synchronizes instantly so your financial reports stay accurate.
⚡
Sales team leads
You need to track client communications and deal stages in real time, but manual contact entry leaves pipeline dashboards outdated — with this integration, every new customer record flows straight into Nimble the moment an invoice is created so your team acts on current data.
🤝
Account managers
You answer to clients asking for billing status and account updates, but cross-referencing separate tools wastes precious client call time — this integration means all invoice history and CRM records appear in one place so you can answer client questions immediately.
📊
Operations coordinators
The volume of new customer purchases and inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and billing errors — automating both apps means every task and contact populates automatically without manual intervention.
🔄
Billing specialists
You own invoicing and depend on sales reps to hand over customer details before you can bill, creating costly delays in the payment cycle — connecting these apps means billing records trigger the moment deals close so invoices go out without delay.
📁
Business auditors
You need a reliable history of every client interaction and transaction, but manual record-keeping keeps leaving gaps in customer audit trails — this integration means every contact and purchase logs automatically with complete accuracy.
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Why choose Integrately to automate Holded + Nimble

Build and manage your Holded + Nimble 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 + Nimble 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
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Frequently Asked Questions

How do I connect Holded to Nimble?
Frequently Asked Questions
You can connect Holded to Nimble in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack, Stripe, and Mailchimp.
Can I automatically create Nimble contacts from new Holded invoices?
Frequently Asked Questions
Can I connect Holded, Nimble, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Nimble?
Frequently Asked Questions
How does Holded handle contact and invoice data during synchronization?
Frequently Asked Questions
Can Nimble trigger updates in Holded in real time?
Frequently Asked Questions
Do I need coding skills to automate Holded and Nimble?
Frequently Asked Questions
Is the Holded and Nimble integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Nimble With 1500+ Other Apps

Holded
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Nimble
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Sync Nimble with marketing, communication, and scheduling apps to expand your sales reach.
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