Holded + Refiner Integration

Connect Holded to Refiner in 1 click

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1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • Refiner
    User added to segment in Refiner Instant
  • Refiner
    Survey response is submitted in Refiner Instant
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2.

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Ready Workflows Ready Workflows   for Holded + Refiner Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Refiner + Holded Integration

Create Holded contact for new Refiner form submission

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

Create Holded deal for new Refiner form submission

Integrating your Holded with your Refiner, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Refiner - Holded integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Automations

Top 10 Most Popular Holded Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Holded logo
Create Holded creditnote for new WhatsApp message
Activate
Google Sheets logo
Holded logo
Create Holded contact for new Google Sheets row
Activate
Notion logo
Holded logo
Create Holded contact for new Notion database item
Activate
WordPress logo
Holded logo
Create Holded contact for new WordPress user
Activate
Trello logo
Holded logo
Create Holded creditnote for new Trello message
Activate
WhatsApp logo
Holded logo
Create Holded creditnote for new WhatsApp message
Activate
Google Sheets logo
Holded logo
Create Holded contact for new Google Sheets row
Activate
Notion logo
Holded logo
Create Holded contact for new Notion database item
Activate
WordPress logo
Holded logo
Create Holded contact for new WordPress user
Activate
Trello logo
Holded logo
Create Holded creditnote for new Trello message
Activate
Coda logo
Holded logo
Create Holded contact for new Coda row
Activate
EasyCSV logo
Holded logo
Create Holded contact for new EasyCSV data
Bubble logo
Holded logo
Create Holded contact for new Bubble data thing
MySQL logo
Holded logo
Create Holded contact for new MySQL row
SeaTable logo
Holded logo
Create Holded contact for new SeaTable row
Coda logo
Holded logo
Create Holded contact for new Coda row
Activate
EasyCSV logo
Holded logo
Create Holded contact for new EasyCSV data
Bubble logo
Holded logo
Create Holded contact for new Bubble data thing
MySQL logo
Holded logo
Create Holded contact for new MySQL row
SeaTable logo
Holded logo
Create Holded contact for new SeaTable row

Top 10 Most Popular Refiner Automations from
Integrately Community

Most popularmost-popular-automations
01
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
02
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
03
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
04
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
05
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
cloud
Refiner
app integration
06
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
07
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
08
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
09
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
10
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Holded or Refiner With 1400+ Other Apps

Holded
Holded
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.
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.