Holded + Sellsy Integration

Connect Holded to Sellsy - Automate your workflows in 1-click

Make use of Holded and Sellsy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Holded & Sellsy using Integrately.

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Ready Workflows For Holded + Sellsy Integration

Just click on the workflow you want to automate

Create Holded deal from new Sellsy contact

Anytime a new contact is created in your Sellsy, 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 Sellsy - 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 contact for new Sellsy 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 Sellsy - Holded integration, anytime a new Sellsy 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 for new Sellsy deal

Sellsy + Holded Integration

Activate

When Contact is created in Sellsy > Check condition > Create contact in Holded

Sellsy + Holded Integration

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When Contact is created in Sellsy > Check condition > Create employee in Holded

Sellsy + Holded Integration

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Create Your Own Holded & Sellsy 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
Contact is created in Sellsy
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Sellsy
Triggers the automation whenever a contact is updated
Instant
Opportunity is created in Sellsy
Triggers the automation whenever any opportunity is updated
Instant
Opportunity status is changed in Sellsy
Triggers the automation whenever the status of any opportunity changes
Instant
Task is updated in Sellsy
Triggers the automation whenever any task is updated
Instant
Task is deleted in Sellsy
Triggers the automation whenever a task is deleted
Instant
Task is created in Sellsy
Triggers the automation whenever a new task is created
Instant
Company is created in Sellsy
Triggers the automation whenever a new company is created
Instant
Company is updated in Sellsy
Triggers the automation whenever a company is updated
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 a company in Sellsy
Automatically creates a new company record
Update company in Sellsy
Automatically updates company information
Search company by name in Sellsy
Automatically searches for a company using its name
Create a contact in Sellsy
Automatically adds a new contact to the contact list
Search contact by email in Sellsy
Automatically finds and retrieves contact information using their email address
Update contact in Sellsy
Automatically updates contact information
Create an opportunity in Sellsy
Automatically creates a new sales opportunity
Create a task in Sellsy
Automatically creates a new task

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750 Tasks

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2,000 Tasks

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Integrate Holded & Sellsy In 1 Click
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You Can Also Connect Holded or Sellsy 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.

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