Holded + Pike13 Integration

Connect Holded to Pike13 - Automate your workflows in 1-click

Make use of Holded and Pike13 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Holded & Pike13 using Integrately.

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Ready Workflows For Holded + Pike13 Integration

Just click on the workflow you want to automate

Create Holded contact for new Pike13 person

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 Pike13 - Holded integration, anytime a new Pike13 person 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.

Activate

Create Holded deal from new Pike13 person

Anytime a new person is created in your Pike13, a new deal will automatically be created in your Holded. This ensures that all of your deal are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Pike13 - 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.

Activate

When Person is created in Pike13 > Check condition > Create contact in Holded

Pike13 + Holded Integration

Activate

When Person is created in Pike13 > Check condition > Create employee in Holded

Pike13 + Holded Integration

Activate

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Create Your Own Holded & Pike13 Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Purchase is created in Holded
Triggers the automation whenever a new purchase is created
Invoice is created in Holded
Triggers the automation whenever any invoice is added or modified
Person is created in Pike13
Triggers the automation whenever a new person is created
Instant
Person is updated in Pike13
Triggers the automation whenever a person's profile is updated
Instant
Transaction is created in Pike13
Triggers the automation whenever a new transaction is created
Instant
Transaction is updated in Pike13
Triggers the automation whenever a transaction is updated
Instant
Event is upcoming in Pike13
Triggers the automation whenever any event is upcoming shortly
Instant
Invoice is created in Pike13
Triggers the automation whenever any invoice is added or modified
Instant
Invoice is updated in Pike13
Triggers the automation whenever an invoice is updated
Instant

Create contact in Holded
Automatically adds a new contact to the database
Search contact by email in Holded
Automatically finds and retrieves contact information using their email address
Update contact in Holded
Automatically updates contact information with new details
Search contact by phone in Holded
Automatically find information about a contact using the phone number
Create sales invoice in Holded
Automatically generates a new sales invoice with pre-filled details
Create purchase invoice in Holded
Automatically generates a purchase invoice for a sales transaction
Create deal in Holded
Automatically generates a new deal with
Create credit note in Holded
Automatically generates a credit note for returned items
Mark invoice as paid in Holded
Automatically updates invoice status to paid
Send invoice in Holded
Automatically generates and send invoices to clients
Create sales receipt in Holded
Automatically generates and send sales receipts to customers
Mark credit note as paid in Holded
Automatically updates credit note status to paid when payment is received
Create quote in Holded
Automatically generates a new quote with pre-filled information
Create sales order in Holded
Automatically generates a new sales order with pre-filled details
Create product in Holded
Automatically generates and launch new products
Create event in Holded
Automatically adds a new contact to the contact list
Create payment in Holded
Automatically generates and process a payment transaction
Create employee in Holded
Automatically adds a new contact to the contact list
Create person in Pike13
Automatically generates a new person
Update person in Pike13
Automatically updates the information of a person
Search person in Pike13
Automatically retrieves information about a person
Add note to event occurrence in Pike13
Automatically adds a note to a event instance
Add note to person in Pike13
Automatically adds a note to a person in your contacts

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Integrate Holded & Pike13 In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect Holded or Pike13 With 1200+ Other Apps

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.

See Holded Integrations

Pike13 is a mobile-friendly platform that helps you to manage your business by connecting your clients, class schedules, and payment collection in one place. It also automates payroll and bookkeeping for you.

See Pike13 Integrations

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Holded + Pike13 Integration

Connect Holded to Pike13 - Automate your workflows in 1-click

Ready Workflows For Holded + Pike13 Integration

Create Holded contact for new Pike13 person

Create Holded deal from new Pike13 person

When Person is created in Pike13 > Check condition > Create contact in Holded

When Person is created in Pike13 > Check condition > Create employee in Holded

Create Your Own Holded & Pike13 Integration Without Any Code

Integrate Holded & Pike13 In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Holded or Pike13 With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Holded + Pike13 Integration

Connect Holded to Pike13 - Automate your workflows in 1-click

Ready Workflows For Holded + Pike13 Integration

Create Holded contact for new Pike13 person

Create Holded deal from new Pike13 person

When Person is created in Pike13 > Check condition > Create contact in Holded

When Person is created in Pike13 > Check condition > Create employee in Holded

Create Your Own Holded & Pike13 Integration Without Any Code

Integrate Holded & Pike13 In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Holded or Pike13 With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Holded & Pike13 In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.