Holded + SegMate Integration

Connect Holded to SegMate in 1 click

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Popular Holded + SegMate Workflows

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SegMate + Holded Integration

Create Holded contact for new SegMate response

When someone completes your SegMate, a new contact is automatically created in your Holded. This way, you can quickly follow up with the response and turn them into a customer!

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

Create Holded deal for new SegMate response

Integrating your Holded with your SegMate, can help you automatically create new deals based on responses 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 SegMate - 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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Holded + SegMate Integration
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • SegMate
    Input received in chatbot in SegMate Instant
2.
  • 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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