Solve CRM + Holded Integration

Integrate Holded to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Sync your invoicing details, create contacts instantly, update records, and trigger follow-ups automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Holded + Solve CRM Integration

Create Solve CRM contacts from new Holded invoices, sync purchase data, update records, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Solve CRM + Holded Integration

Create Holded deal from new Solve CRM contact

Anytime a new contact is created in your Solve CRM, 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 Solve CRM - 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.
See more
Activate
Solve CRM + Holded Integration

Create Holded contact for new Solve CRM 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 Solve CRM - Holded integration, anytime a new Solve CRM 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.
See more
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Solve CRM flow

Send invoice data straight to your CRM, alert your team, and track payments across your stack. Pick a combination and activate it in one click.

Solve CRM
Holded
+
StripeStripe (4)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
S
H
S
When a payment is successful in Stripe, create a sales invoice in Holded and add a contact in Solve CRM.
Stripe payments instantly trigger a sales invoice in Holded and a new contact in Solve CRM without manual data entry.
S
H
S
When a Stripe subscription is cancelled, update the contact in Solve CRM and create a purchase invoice in Holded.
Cancelled Stripe subscriptions update your Solve CRM contact and generate a purchase invoice in Holded automatically.
S
H
S
If a Stripe charge exceeds five hundred dollars, create a sales invoice in Holded and add a priority contact in Solve CRM.
High-value Stripe charges automatically generate a Holded sales invoice and a priority Solve CRM contact.
S
H
S
G
When a Stripe payment succeeds, create a sales invoice in Holded, add a contact in Solve CRM, and log the details in Google Sheets.
Successful Stripe payments update Holded, create a Solve CRM contact, and log every detail in Google Sheets.

Supported triggers and actions for Solve CRM and Holded

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
Try it →
Company is created in Solve CRM
Triggers the automation when a new company is created
Try it →
Create contact in Solve CRM
Adds a new contact to the database
Try it →
Create company in Solve CRM
Generates a new company profile with given details
Try it →
Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
Try it →
Invoice is created in Holded
Triggers the automation when any invoice is added or modified
Try it →
Create contact in Holded
Adds a new contact to the database
Try it →
Search contact by email in Holded
Finds and retrieves contact information using their email address
Try it →
Update contact in Holded
Updates contact information with new details
Try it →
Search contact by phone in Holded
Finds information about a contact using the phone number
Try it →
Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
Try it →
Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
Try it →
Create deal in Holded
Generates a new deal with
Try it →
Create credit note in Holded
Generates a credit note for returned items
Try it →
Mark invoice as paid in Holded
Updates invoice status to paid
Try it →
Send invoice in Holded
Generates and send invoices to clients
Try it →
Create sales receipt in Holded
Generates and send sales receipts to customers
Try it →
Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
Try it →
Create quote in Holded
Generates a new quote with pre-filled information
Try it →
Create sales order in Holded
Generates a new sales order with pre-filled details
Try it →
Create product in Holded
Generates and launch new products
Try it →
Create event in Holded
Adds a new contact to the contact list
Try it →
Create payment in Holded
Generates and process a payment transaction
Try it →
Create employee in Holded
Adds a new contact to the contact list
Try it →

What can you automate with Holded + Solve CRM?

Connect Holded and Solve CRM to streamline your entire customer service and invoicing lifecycle.

What you can automate?
🔄
Sync invoices and contacts instantly
Turn every Holded invoice or purchase record into a corresponding contact or company in Solve CRM the moment it is generated. Eliminate manual data transfer between your billing and support platforms.
📝
Capture every submitted invoice field
Map all available line items, pricing figures, and customer notes from Holded into Solve CRM fields. Your customer records retain complete contextual detail for every transaction.
🔔
Alert your team the moment records update
Send instant notifications to your service or finance channels whenever a new invoice or contact is created. Keep all stakeholders informed of financial and customer milestones.
🔀
Route records based on submitted criteria
Apply conditional logic to direct high-value invoices or specific client tiers to designated teams in Solve CRM. Ensure important accounts receive specialized attention immediately.
✏️
Keep client profiles up to date
Automatically update existing Solve CRM contacts whenever changes occur in Holded. Maintain accurate billing addresses, phone numbers, and company details without manual audits.
🔍
Search and prevent duplicate entries
Check existing database records by email or phone before creating new contacts or companies in Holded and Solve CRM. Keep your workspace clean and free of redundant profiles.
💳
Handle payment and status changes
Trigger automated updates in Solve CRM when Holded invoices are marked as paid or credit notes are issued. Keep your account statuses synchronized across systems.
🔗
Extend your workflow to external apps
Connect Holded and Solve CRM triggers to Slack, Gmail, or Google Sheets to build multi-step operational pipelines. Distribute data across your entire software stack automatically.
And much more...

Who is Holded + Solve CRM integration for?

Financial managers and customer service teams connecting Holded to Solve CRM eliminate manual data entry, keeping customer records, invoices, and workflows perfectly aligned.

Finance directors
Finance directors
Customer support managers
Customer support managers
Account executives
Account executives
Operations leads
Operations leads
Sales representatives
Sales representatives
Business owners
Business owners
📈
Finance directors
You're reviewing monthly revenue reports in Holded while your service team manages client accounts in Solve CRM, so invoice totals and active client counts never match when reporting to stakeholders — this integration means every billing event updates your CRM records instantly and your financial metrics stay accurate.
⚡
Customer support managers
You need to verify client billing statuses before resolving support tickets, but checking Holded manually delays response times for frustrated customers — automating both apps means ticket assignees see up-to-date invoice details directly in Solve CRM and service delivery happens without delay.
🤝
Account executives
You close deals in Solve CRM and wait for accounting to manually issue invoices in Holded, causing frustrating onboarding bottlenecks for new clients — connecting these apps means every new company or contact triggers billing documents immediately and your pipeline moves without friction.
📊
Operations leads
The volume of daily purchases and invoices in Holded is too high for your team to keep customer records updated in Solve CRM by hand, leaving dangerous gaps in your database — this integration means every transaction creates and updates matching contacts automatically across both platforms.
💼
Sales representatives
You depend on accounting teams to hand over payment confirmations before scheduling client kickoff calls, leading to lost momentum and stalled deals — with this integration, payment and invoice triggers update your sales pipeline instantly so you can initiate follow-ups right away.
📋
Business owners
You need a reliable audit history of every transaction and client interaction, but manual data entry mistakes keep creating duplicate records and missing entries in your reports — automating both apps means every purchase, invoice, and contact syncs cleanly with zero manual effort.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Solve CRM + Holded

Build and manage your Solve CRM + 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 Solve CRM + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Solve CRM + Holded Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Solve CRM + Holded Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Holded to Solve CRM?
Frequently Asked Questions
You can connect Holded to Solve CRM in 1 click using ready-made workflows on Integrately or ask Integrately AI to build the automation for your team.
Can I automatically create Solve CRM contacts when a new Holded invoice is generated?
Frequently Asked Questions
Can I connect Holded, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Solve CRM?
Frequently Asked Questions
How does Holded handle invoice data creation in this integration?
Frequently Asked Questions
How does Solve CRM manage contact creation during automated workflows?
Frequently Asked Questions
Do I need coding skills to automate Holded and Solve CRM?
Frequently Asked Questions
Is the Holded and Solve CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Holded or Solve CRM With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded with accounting, invoicing, and payment tools to manage your company finances and documentation.
See All
Holded Integrations arrow right
No popular apps found
Solve CRM
Popular Solve CRM Integrations
Sync Solve CRM with support, communication, and scheduling tools to manage and scale customer service workflows.
See All
Solve CRM Integrations arrow right
No popular apps found