Holded + Prefinery Integration

Connect Holded to Prefinery - 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 Prefinery automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Holded & Prefinery using Integrately.

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Ready Workflows For Holded + Prefinery Integration

Just click on the workflow you want to automate

Create Holded deal for new Prefinery user

This automation makes it easy to create new deals in Holded when a new user is created in Prefinery. Just connect your accounts, and every time a new user is created in Prefinery, a new deal will automatically be created in Holded.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.

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Create Holded contact for new Prefinery user

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Holded contact and Prefinery user can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

When User unsubscribed in Prefinery > Check any condition > Create deal in Holded

Prefinery + Holded Integration

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Create Your Own Holded & Prefinery 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
User is created in Prefinery
Triggers the automation whenever a new user is created
Instant
User applied for campaign in Prefinery
Triggers the automation whenever a user applies for a prelaunch or referral campaign
Instant
User is invited in Prefinery
Triggers the automation whenever a user is invited
Instant
User actively participates in Prefinery
Triggers the automation whenever a user actively participates in an event
Instant
User is rejected in Prefinery
Triggers the automation whenever a user is rejected
Instant
User has resubscribed in Prefinery
Triggers the automation whenever a user re-subscribes
Instant
User is suspended in Prefinery
Triggers the automation whenever user account is suspended
Instant
User is unconfirmed in Prefinery
Triggers the automation whenever a user is unconfirmed
Instant
User is updated in Prefinery
Triggers the automation whenever the details of any are updated
Instant
User is imported in Prefinery
Triggers the automation whenever a new user is imported
Instant
User is deleted in Prefinery
Triggers the automation whenever any user is deleted
Instant
Referral created in Prefinery
Triggers the automation whenever a referral is created
Instant
Reward earned in Prefinery
Triggers the automation whenever a reward is earned
Instant
Reward delivered in Prefinery
Triggers the automation whenever a reward is delivered
Instant
Reward revoked in Prefinery
Triggers the automation whenever a reward is taken away
Instant
User has unsubscribed in Prefinery
Triggers the automation whenever a user unsubscribes from emails
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 user in Prefinery
Automatically generates a new user account
Unsubscribe user in Prefinery
Automatically removes user from mailing list
Trigger rewards in Prefinery
Automatically triggers rewards

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Integrate Holded & Prefinery 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!

Want to automate something else in your workflow?

You Can Also Connect Holded or Prefinery 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

Prefinery is a ready-to-go automated referral platform that will help you get more users, on autopilot. Generate referrals and promote your app with multiple options of sharing the unique referral link.

See Prefinery Integrations