Salesmate + Holded Integration

Connect Salesmate to Holded in 1 click

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Popular Salesmate + Holded Workflows

Create Holded contact for new Salesmate 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 Salesmate - Holded integration, anytime a new Salesmate 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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Create Holded deal from new Salesmate contact

Anytime a new contact is created in your Salesmate, 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 Salesmate - 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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Create Holded deal for new Salesmate deal

Salesmate + Holded Integration

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Contact is updated in Salesmate Instant
Deal is updated in Salesmate Instant
Company is updated in Salesmate Instant
Activity is updated in Salesmate Instant
Contact is created in Salesmate
Deal is created in Salesmate
Company is created in Salesmate
Activity is created in Salesmate

Create note in Salesmate
Create Contact in Salesmate
Search contact in Salesmate
Update Contact in Salesmate
Create Deal in Salesmate
Update Deal in Salesmate
Search deal in Salesmate
Create Activity in Salesmate
Update Activity in Salesmate
Search activity in Salesmate
Create Company in Salesmate
Update Company in Salesmate
Search company in Salesmate
Create contact in Holded
Search contact by email in Holded
Update contact in Holded
Search contact by phone in Holded
Create sales invoice in Holded
Create purchase invoice in Holded
Create deal in Holded
Create credit note in Holded
Mark invoice as paid in Holded
Create sales receipt in Holded
Send invoice in Holded
Mark credit note as paid in Holded
Create quote in Holded
Create sales order in Holded
Create product in Holded
Create event in Holded
Create payment in Holded
Create employee in Holded

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You Can Also Integrate Salesmate & Holded With 1000+ Other Apps

Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.

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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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Why Salesmate & Holded Users ❤ Integrately

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Salesmate & Holded with 1000+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.