Create Holded deal for new OnePageCRM deal
OnePageCRM + Holded Integration
Holded + OnePageCRM Integration
Integrate Holded to OnePageCRM in one click, or tell Integrately AI how you want each contact handled. Capture customer details, create contacts, add notes, and track deals automatically.
Free forever.Use premium features free for 14 days.1.
Purchase is created in Holded- Invoice is created in Holded
Contact is updated in OnePageCRM- Deal is updated in OnePageCRM
- Contact is created in OnePageCRM
- Pending deal is created in OnePageCRM
- Deal is won in OnePageCRM
- Action is created in OnePageCRM
2.
- 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
- Create contact in OnePageCRM
- Add note to a contact in OnePageCRM
- Create note attachment in OnePageCRM
- Search contact by name in OnePageCRM
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Ready Workflows for Holded + OnePageCRM Integration
Create contacts, add notes, update deals, sync customer records, and track revenue, all in just one click.
Most popular automations
Create Holded contact for new OnePageCRM 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 OnePageCRM - Holded integration, anytime a new OnePageCRM 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.
See moreHowever, 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 OnePageCRM - Holded integration, anytime a new OnePageCRM 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.
Create Holded deal from new OnePageCRM contact
Anytime a new contact is created in your OnePageCRM, 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 OnePageCRM - 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.
See moreThis OnePageCRM - 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 + OnePageCRM flow
Send follow-up emails, notify your sales team, log payment statuses, and keep external drives updated after your core sync finishes. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Calendly (3)
Calendly (3) +
Google Drive (3)
Google Drive (3) H
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Create a OnePageCRM contact from every new Holded invoice, and send a confirmation email in Gmail
New Holded invoices instantly generate OnePageCRM contacts while Gmail dispatches a confirmation email, eliminating manual entry.
H
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When a OnePageCRM deal is won, create a sales invoice in Holded and send a congratulatory email in Gmail
Won deals in OnePageCRM automatically trigger a Holded sales invoice and a Gmail message, keeping revenue workflows aligned.
H
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Add a note to a OnePageCRM contact when a purchase is created in Holded, and email the account manager in Gmail
Holded purchases add notes to OnePageCRM contacts while Gmail alerts the account manager, ensuring transparent customer tracking.
O
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Use Claude to summarise every new OnePageCRM contact, create a Holded contact, and send the brief in Gmail
Claude generates a contact summary from OnePageCRM data, saves it in Holded, and emails the brief via Gmail.
Supported triggers and actions for Holded and OnePageCRM
Mix and match to build the exact automation you need
Holded Triggers & Actions
OnePageCRM Triggers & Actions
Pending deal is created in OnePageCRM
Triggers the automation when a pending deal is created
Try it → What can you automate with Holded + OnePageCRM?
Streamline your billing and CRM workflows with powerful automated actions designed for modern businesses.
🔄
Sync invoices and contacts instantly
Automatically create a OnePageCRM contact the moment a new invoice is generated in Holded. Eliminate manual data entry and keep billing and sales records completely aligned.
📋
Capture every submitted field
Map all available customer details, custom fields, and transaction notes from Holded directly into your OnePageCRM database without losing critical information.
🔔
Alert the right team member
Notify your sales reps or finance staff in real time when new invoices are created or deals are won, ensuring prompt follow-up and faster response times.
🔀
Route records based on custom fields
Perform different actions depending on specific deal values or customer tiers submitted in Holded or OnePageCRM, routing high-value accounts automatically.
✏️
Keep customer profiles up to date
Automatically update existing contact details in OnePageCRM whenever changes occur in Holded, preventing outdated customer information.
🔍
Prevent duplicate records
Search existing contacts by email or phone before creating new entries in Holded or OnePageCRM, maintaining a clean and accurate database.
💰
Handle later payment status changes
Mark invoices as paid, create purchase invoices, or update deal statuses automatically when payments succeed or fail.
🚀
Extend workflows to Slack
Connect your Holded and OnePageCRM flow to Slack to broadcast revenue wins, payment alerts, and deal updates to your entire team.
And much more...
Who is Holded + OnePageCRM integration for?
Connecting Holded and OnePageCRM helps finance teams, sales reps, and managers eliminate manual data entry, keep customer records accurate, and speed up closing deals.
Finance directors
Sales managers
Account executives
Operations leads
Customer success reps
Business analysts
📈
Finance directors
You're reviewing revenue reports every week but billing records and CRM deal stages never match up because entries are handled manually, so the financial figures you rely on are always outdated — automating both apps means every invoice update syncs instantly and your reports stay accurate.
⚡
Sales managers
You need to track pipeline momentum immediately, but reps spend valuable time copying customer billing data between systems instead of selling, so deals stall out in the pipeline — with this integration, contact creation and deal updates happen automatically to keep your team moving fast.
🤝
Account executives
You answer to clients who expect immediate follow-up on quotes and invoices, but disconnected software tools leave you hunting for transaction history, so client communication gets delayed — connecting these apps means all contact details and billing records live in one place.
📊
Operations leads
The volume of daily orders and customer records is too high for anyone to keep up by hand, leading to duplicate entries and missing invoice data, so administrative bottlenecks slow down the entire office — this integration means high-volume data syncs without manual intervention.
🔄
Customer success reps
You own the onboarding stage and depend on the sales team to hand over accurate client details, but records often contain typos or missing purchase info, so onboarding gets held up — automating both apps means every customer submission flows smoothly into your active records.
🗂️
Business analysts
You need a reliable transaction history to forecast future growth, but finding gaps between invoicing logs and CRM notes wastes hours of analysis time, so your audits take twice as long — automating both apps means every contact and payment trail remains complete and traceable.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Holded + OnePageCRM
Build and manage your Holded + OnePageCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Holded + OnePageCRM 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.
How Integrately Works?
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Select Automation
2
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Frequently Asked Questions
How do I connect Holded to OnePageCRM?
You can connect Holded to OnePageCRM in just 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your team.
Can I automatically create OnePageCRM contacts from new Holded invoices?
Can I connect Holded, OnePageCRM, and Slack?
What is a good Zapier alternative for Holded and OnePageCRM?
How does Holded handle contact data during the integration sync?
Can OnePageCRM trigger deal updates in Holded automatically?
Do I need coding skills to automate Holded and OnePageCRM?
Is the Holded and OnePageCRM integration free?
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