Holded + Optiin Integration

Connect Holded to Optiin - Automate your workflows in 1-click

Make use of Holded automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Optiin automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Holded & Optiin using Integrately.
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Ready Workflows For Holded + Optiin Integration

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Optiin + Holded Integration

Create Holded contact for new Optiin form submission

When someone completes your Optiin, a new contact is automatically created in your Holded. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Optiin is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Optiin - Holded integration set up makes it easy to manage your customer relationships and grow your business.
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Optiin + Holded Integration

Create Holded deal for new Optiin event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Holded.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Optiin, it will trigger a corresponding deal creation in Holded.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Holded + Optiin Integration
1.
  • Holded
    Purchase is created in Holded

    Triggers the automation whenever a new purchase is created

  • Holded
    Invoice is created in Holded

    Triggers the automation whenever any invoice is added or modified

  • Optiin
    Product is created in Optiin

    Triggers the automation whenever a new product is created

    Instant
  • Optiin
    Product is updated in Optiin

    Triggers the automation whenever a product is updated

    Instant
  • Optiin
    Form response is created in Optiin

    Triggers the automation whenever a form is filled

    Instant
  • Optiin
    Booking is created in Optiin

    Triggers the automation whenever a new booking is created

    Instant
  • Optiin
    Contact is created or updated in Optiin

    Triggers the automation whenever a contact is created or updated

    Instant
  • Optiin
    Order is created in Optiin

    Triggers the automation whenever a new order is created

    Instant
  • Optiin
    Order is updated in Optiin

    Triggers the automation whenever any order is updated

    Instant
2.
  • Holded
    Create contact in Holded

    Automatically adds a new contact to the database

  • Holded
    Search contact by email in Holded

    Automatically finds and retrieves contact information using their email address

  • Holded
    Update contact in Holded

    Automatically updates contact information with new details

  • Holded
    Search contact by phone in Holded

    Automatically find information about a contact using the phone number

  • Holded
    Create sales invoice in Holded

    Automatically generates a new sales invoice with pre-filled details

  • Holded
    Create purchase invoice in Holded

    Automatically generates a purchase invoice for a sales transaction

  • Holded
    Create deal in Holded

    Automatically generates a new deal with

  • Holded
    Create credit note in Holded

    Automatically generates a credit note for returned items

  • Holded
    Mark invoice as paid in Holded

    Automatically updates invoice status to paid

  • Holded
    Send invoice in Holded

    Automatically generates and send invoices to clients

  • Holded
    Create sales receipt in Holded

    Automatically generates and send sales receipts to customers

  • Holded
    Mark credit note as paid in Holded

    Automatically updates credit note status to paid when payment is received

  • Holded
    Create quote in Holded

    Automatically generates a new quote with pre-filled information

  • Holded
    Create sales order in Holded

    Automatically generates a new sales order with pre-filled details

  • Holded
    Create product in Holded

    Automatically generates and launch new products

  • Holded
    Create event in Holded

    Automatically adds a new contact to the contact list

  • Holded
    Create payment in Holded

    Automatically generates and process a payment transaction

  • Holded
    Create employee in Holded

    Automatically adds a new contact to the contact list

  • Optiin
    Delete contact in Optiin

    Automatically removes a contact from the address book

  • Optiin
    Update contact in Optiin

    Automatically updates contact information with new details

  • Optiin
    Create product in Optiin

    Automatically generates and launch new products

  • Optiin
    Search contact in Optiin

    Automatically finds and retrieves contact information

  • Optiin
    Create contact in Optiin

    Automatically adds a new contact to the database

  • Optiin
    Update product in Optiin

    Automatically updates product information

  • Optiin
    Search product in Optiin

    Automatically searches for a product

  • Optiin
    Create member in Optiin

    Automatically adds a new member to the system

  • Optiin
    Delete member in Optiin

    Automatically removes a member from the system

  • Optiin
    Update member in Optiin

    Automatically updates a member's information

  • Optiin
    Create member group in Optiin

    Automatically creates a new group of members

  • Optiin
    Update member group in Optiin

    Automatically updates the particular member group

  • Optiin
    Delete member group in Optiin

    Automatically deletes a member group

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Integrate Holded & Optiin In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Holded or Optiin With 1200+ Other Apps

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Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.

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Optiin is a website funnel building platform that powers your online business to next level. With user-friendly interface and powerful features, you can create website funnels within minutes with Optiin.

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