OneHash CRM + Holded Integration

Integrate Holded to OneHash CRM in one click, or tell Integrately AI how you want each invoice handled. Track customer updates, create matching CRM records, notify your sales team, and trigger follow-ups automatically.

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1.
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash CRM
  • Holded
    Invoice is created in Holded
  • Holded
    Purchase is created in Holded
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2.
  • OneHash CRM
    Create customer in OneHash CRM
  • OneHash CRM
    Create contact in OneHash CRM
  • OneHash CRM
    Search contact in OneHash CRM
  • OneHash CRM
    Create lead in OneHash CRM
  • OneHash CRM
    Create quotation in OneHash CRM
  • OneHash CRM
    Create purchase invoice in OneHash CRM
  • OneHash CRM
    Create sales invoice in OneHash CRM
  • OneHash CRM
    Create item in OneHash CRM
  • OneHash CRM
    Create sales order in OneHash CRM
  • OneHash CRM
    Create purchase order in OneHash CRM
  • 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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Ready Workflows Ready Workflows for Holded + OneHash CRM Integration

Create contacts from invoices, update customer records, keep sheets synced, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
OneHash CRM + Holded Integration

Create Holded contact for new OneHash CRM 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 OneHash CRM - Holded integration, anytime a new OneHash CRM 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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OneHash CRM + Holded Integration

Create Holded deal from new OneHash CRM contact

Anytime a new contact is created in your OneHash CRM, 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 OneHash CRM - 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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Connect more apps to your Holded + OneHash CRM flow

Bring in store orders, payment receipts, team notifications, and cloud files to keep your entire business stack running together. Pick a combination and activate it in one click.

OneHash CRM
Holded
+
ShopifyShopify (4)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
Google SheetsGoogle Sheets (3)
S
H
O
Create a Holded sales invoice for every new Shopify order, and add the customer in OneHash CRM
New Shopify orders generate a sales invoice in Holded and a customer profile in OneHash CRM without manual data entry.
S
H
O
When a Shopify customer is created, create a contact in Holded and add a lead in OneHash CRM
Store customers appear instantly in Holded and OneHash CRM for streamlined pipeline management.
S
H
O
If a Shopify order includes high-value items, create a sales order in Holded and create a priority lead in OneHash CRM
High-value store purchases automatically generate a Holded sales order and a priority lead in OneHash CRM.
S
C
H
O
Use ChatGPT to categorise every new Shopify order, create a sales invoice in Holded, and log the details in OneHash CRM
ChatGPT categorises incoming Shopify orders before generating a Holded invoice and logging the data in OneHash CRM.

Supported triggers and actions for OneHash CRM and Holded

Mix and match to build the exact automation you need

OneHash CRM
OneHash CRM Triggers & Actions
Lead is created in OneHash CRM
Triggers the automation when a new lead is created
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Lead is updated in OneHash CRM
Triggers the automation when the lead information is updated
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Customer is updated in OneHash CRM
Triggers the automation when customer details are updated
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Contact is updated in OneHash CRM
Triggers the automation when a contact is updated
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Customer is created in OneHash CRM
Triggers the automation when a new customer is created
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Contact is created in OneHash CRM
Triggers the automation when a new contact is created
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Item is updated in OneHash CRM
Triggers the automation when an item is modified
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Item is created in OneHash CRM
Triggers the automation when a new item is created
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Create customer in OneHash CRM
Adds a new customer to the database
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Create contact in OneHash CRM
Adds a new contact to the database
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Search contact in OneHash CRM
Finds and retrieves contact information
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Create lead in OneHash CRM
Generates new leads for potential customers
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Create quotation in OneHash CRM
Generates a new quotation with predefined details
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Create purchase invoice in OneHash CRM
Generates a purchase invoice for a sales transaction
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Create sales invoice in OneHash CRM
Generates a new sales invoice with pre-filled details
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Create item in OneHash CRM
Generates a new item
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Create sales order in OneHash CRM
Generates a new sales order with pre-filled details
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Create purchase order in OneHash CRM
Generates a purchase order for approved requests
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Holded
Holded Triggers & Actions
Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Purchase is created in Holded
Triggers the automation when a new purchase is created
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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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What can you automate with Holded + OneHash CRM?

Streamline your billing, customer management, and financial record-keeping by connecting Holded and OneHash CRM workflows.

What you can automate?
🧾
Sync Holded invoices to OneHash CRM
Automatically generate a customer profile or contact in OneHash CRM the moment an invoice is created in Holded. Eliminate manual copy-pasting between your accounting and sales platforms.
📋
Capture every submitted invoice field
Map all available Holded invoice items, tax details, and totals directly into OneHash CRM records. Your CRM database becomes a complete picture of client billing history.
🔔
Notify your team instantly on Slack
Send instant channel alerts whenever a new purchase or invoice is created in Holded, ensuring your sales and finance teams stay fully informed.
🔀
Route records based on submitted data
Create different workflows depending on whether a OneHash CRM lead or Holded invoice meets specific criteria like order value or company tier.
🔄
Keep customer records updated
Automatically update contact information in Holded whenever customer details change in OneHash CRM, keeping both platforms perfectly synchronised.
🔍
Search and update without duplicates
Search contacts by email or phone in Holded before creating new entries, preventing duplicate customer records from cluttering your workspace.
💳
Handle payment and status changes
Mark invoices as paid or update credit notes in Holded the moment payment events occur, keeping your financial pipeline accurate.
🌐
Extend your flow with third-party apps
Connect your core Holded and OneHash CRM setup with Slack, Gmail, Google Sheets, or Shopify to build powerful multi-step operational pipelines.
And much more...

Who is Holded + OneHash CRM integration for?

Finance leads, sales managers, and operations teams depend on accurate data across Holded and OneHash CRM to keep cash flow visible and customer records aligned without manual entry.

Finance leads
Finance leads
Sales managers
Sales managers
Account managers
Account managers
Operations leads
Operations leads
Support staff
Support staff
Business owners
Business owners
📈
Finance leads
You're reviewing monthly revenue reports in Holded but your CRM data only updates when someone manually exports records, so the financial figures you're analysing against are always outdated — this integration means every new invoice lands in OneHash CRM instantly and your metrics stay current.
⚡
Sales managers
You need to track closing deals and client onboarding fast, but billing notifications sit in a separate tool until someone forwards them, so your team finds out about payments too late — with this integration, every new purchase or invoice triggers instant customer records in OneHash CRM.
🤝
Account managers
You answer to clients who want immediate proof that their invoices and quotes have been processed, but pulling paperwork takes precious time — with this integration, every document status syncs automatically and your clients receive prompt updates.
📊
Operations leads
The volume of daily orders and invoices is too high for anyone to keep up by hand, leading to missing contact entries and billing errors — automating both apps means every transaction generates accurate customer records without manual data entry.
🔄
Support staff
You own customer follow-ups and depend on the billing team to hand over contact details when invoices are issued, but communication delays leave customers waiting — automating both apps means customer handoffs happen the moment an invoice is created.
🗂️
Business owners
You need a reliable audit history of every company transaction, but manual record-keeping keeps leaving gaps between your accounting and CRM platforms — this integration means your financial history and customer databases match perfectly at all times.
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Why choose Integrately to automate OneHash CRM + Holded

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

1,500+ apps connected
1,500+ apps connected
Connect OneHash CRM + Holded 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.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect Holded to OneHash CRM?
Frequently Asked Questions
You can connect Holded to OneHash CRM in one click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build the workflow and map fields for you.
Can I automatically create a OneHash CRM customer when an invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, OneHash CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and OneHash CRM?
Frequently Asked Questions
How does Holded handle invoice data during integration?
Frequently Asked Questions
How are customer records managed in OneHash CRM?
Frequently Asked Questions
Can I set up this automation without coding skills?
Frequently Asked Questions
Is the Holded and OneHash CRM integration free?
Frequently Asked Questions
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