respond.io + Holded Integration

Integrate Holded to respond.io in one click, or tell Integrately AI how you want each contact handled. Create contacts in respond.io, update customer lifecycles, send messages, and track conversations automatically.

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1.
  • respond.io
    Contact is created in respond.io Instant
  • respond.io
    Contact is updated in respond.io Instant
  • respond.io
    Message is received in respond.io Instant
  • respond.io
    Message is sent in respond.io Instant
  • respond.io
    Conversation is closed in respond.io Instant
  • respond.io
    Conversation is opened in respond.io Instant
  • respond.io
    Contact assignee is updated in respond.io Instant
  • respond.io
    Contact tag is updated in respond.io Instant
  • respond.io
    Comment is created in respond.io Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • respond.io
    Update the contact lifecycle in respond.io
  • respond.io
    Send message via WhatsApp template in respond.io
  • respond.io
    Send message via SMS in respond.io
  • respond.io
    Send message via email in respond.io
  • respond.io
    Add comment in respond.io
  • respond.io
    Create contact in respond.io
  • respond.io
    Search contact in respond.io
  • respond.io
    Delete contact in respond.io
  • respond.io
    Create or update contact in respond.io
  • respond.io
    Update contact in respond.io
  • respond.io
    Assign or unassign conversation in respond.io
  • respond.io
    Create custom field in respond.io
  • respond.io
    Open or close conversation in respond.io
  • respond.io
    Add tag in respond.io
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded

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Ready Workflows Ready Workflows for Holded + respond.io Integration

Create contacts, send messages, update billing records, handle customer interactions, and track conversation statuses, all in just one click.

Most popular automationsmost-popular-automations
respond.io + Holded Integration

Create Holded contact for new respond.io 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 respond.io - Holded integration, anytime a new respond.io 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.
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respond.io + Holded Integration

Create Holded deal from new respond.io contact

Anytime a new contact is created in your respond.io, 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 respond.io - 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 + respond.io flow

Sync your financial records and customer messaging with your store, team chat, spreadsheets, and payment tools. Pick a combination and activate it in one click.

respond.io
Holded
+
ShopifyShopify (3)
+
WhatsAppWhatsApp (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
H
R
S
When an invoice is created in Holded, create a contact in respond.io and add the order details in Shopify
New Holded invoices instantly generate a respond.io contact and update your Shopify store records without manual data entry.
R
H
S
When a contact is created in respond.io, update the contact in Holded and create a product in Shopify
Keep customer profiles and inventory listings synchronised across respond.io, Holded, and Shopify automatically.
H
R
S
When a purchase is created in Holded, send a message via email in respond.io and log the order in Shopify
Send automated customer emails via respond.io and record new purchases in Shopify the moment a Holded purchase is logged.

Supported triggers and actions for respond.io and Holded

Mix and match to build the exact automation you need

respond.io
respond.io Triggers & Actions
Instant
Contact is created in respond.io
Triggers the automation when a new contact is created
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Instant
Contact is updated in respond.io
Triggers the automation when a contact is updated
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Instant
Message is received in respond.io
Triggers the automation when a new message is received
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Instant
Message is sent in respond.io
Triggers the automation when a new message is sent
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Instant
Conversation is closed in respond.io
Triggers the automation when any conversation is marked as completed
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Instant
Conversation is opened in respond.io
Triggers the automation when a new conversation is initiated
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Instant
Contact assignee is updated in respond.io
Triggers the automation when a contact's assignee is changed
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Instant
Contact tag is updated in respond.io
Triggers the automation when a contact tag is updated
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Instant
Comment is created in respond.io
Triggers the automation when a new comment is created
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Update the contact lifecycle in respond.io
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Send message via WhatsApp template in respond.io
Sends predefined messages using whatsapp templates
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Send message via SMS in respond.io
Sends a message through text messaging
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Send message via email in respond.io
Sends a message via email
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Add comment in respond.io
Adds a comment to a record
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Create contact in respond.io
Adds a new contact to the database
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Search contact in respond.io
Finds and retrieves contact information
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Delete contact in respond.io
Removes a contact from the address book
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Create or update contact in respond.io
Adds or update contact information
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Update contact in respond.io
Updates contact information with new details
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Assign or unassign conversation in respond.io
Manage the assignment of conversations to different team members
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Create custom field in respond.io
Creates a new marketing campaign
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Open or close conversation in respond.io
Open or close a conversation with a action trigger
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Add tag in respond.io
Adds tags to particular items based on predefined criteria
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Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
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What can you automate with Holded + respond.io?

Streamline your financial operations and customer messaging by connecting Holded and respond.io for real-time updates.

What you can automate?
⚡
Sync Holded invoices with respond.io contacts
Automatically establish new respond.io contact records whenever an invoice is created in Holded to bridge your financial and messaging systems.
📋
Capture every submitted contact detail
Transfer all available contact attributes and invoice data between Holded and respond.io without manual data entry or transcription errors.
🔔
Tell the right team member immediately
Trigger instant team notifications in your preferred communication channels the moment a critical financial or messaging event occurs.
🔀
Route communications based on submitted fields
Handle customer conversations and invoice updates differently depending on specific field values submitted across Holded and respond.io.
🔄
Keep destination records fully updated
Maintain accurate contact profiles and transaction details as invoice statuses and conversation states evolve over time.
🔍
Search and update instead of creating duplicates
Verify existing contacts by email or phone in Holded and respond.io before writing new records to prevent duplicate profiles.
💰
Handle later payment and lifecycle changes
Automatically update contact lifecycles and invoice statuses when payments are marked as paid or deals progress.
🔌
Extend your workflow into team chat apps
Push automated alerts and summaries straight into Slack to keep your wider team informed of financial milestones.
And much more...

Who is Holded + respond.io integration for?

Finance teams, support leads, and customer success managers streamline their billing and messaging workflows to keep client interactions and financial records perfectly aligned.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Finance operations managers
Finance operations managers
Sales directors
Sales directors
Operations leads
Operations leads
📈
Performance marketers
You're tracking revenue and invoices in Holded, but your messaging interactions live separately in respond.io so your team misses context on customer spend — automating both apps means every invoice update syncs with your messaging workspace and your team sees full billing history.
🚨
Customer support leads
You're managing conversations in respond.io without visibility into active Holded purchases or invoices, so billing queries take too long to resolve — with this integration, support agents view real-time invoice statuses right inside customer chats.
🤝
Account managers
You're creating deals and quotes in Holded while coordinating check-ins on respond.io, but manual handoffs cause delayed client responses — this integration means contact updates trigger instant messaging workflows to keep clients engaged.
📊
Finance operations managers
You're logging payments and invoices in Holded at high volumes, but manual record updates lead to tracking gaps in your messaging logs — automating both apps means every payment event instantly updates your communication channels.
💼
Sales directors
You're managing new sales orders in Holded while your sales reps handle outreach on respond.io, resulting in missed follow-up windows — connecting these apps means new sales orders instantly initiate tracked customer conversations.
🗂️
Operations leads
You're maintaining customer databases across Holded and respond.io by hand, but data drift creates inconsistent client profiles — automating both apps means every contact modification stays perfectly synchronised across platforms.
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Why choose Integrately to automate respond.io + Holded

Build and manage your respond.io + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect respond.io + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Holded to respond.io?
Frequently Asked Questions
You can connect Holded to respond.io in 1 click using ready workflows or build custom flows with Integrately AI alongside Shopify, WhatsApp, and Google Sheets.
Can I automatically create respond.io contacts from new Holded invoices?
Frequently Asked Questions
Can I connect Holded, respond.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and respond.io?
Frequently Asked Questions
How does Holded handle invoice and contact creation in automations?
Frequently Asked Questions
How does respond.io manage contact lifecycle and messaging updates?
Frequently Asked Questions
Can I set up this integration without coding skills?
Frequently Asked Questions
Is the Holded and respond.io integration free?
Frequently Asked Questions
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Connect respond.io with CRM, marketing, and support tools to enhance your customer communications.
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