Teamwork CRM + Holded Integration

Integrate Holded to Teamwork CRM in one click, or tell Integrately AI how you want each purchase handled. Capture purchase details, create deals and contacts in your CRM, update your sales pipelines, and alert your team automatically.

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1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork 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

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Ready Workflows Ready Workflows for Holded + Teamwork CRM Integration

Track purchases, create deals, sync contacts, update pipelines, and manage your sales process, all in just one click.

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

Create Holded deal from new Teamwork CRM contact

Anytime a new contact is created in your Teamwork 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 Teamwork 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.
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Activate
Teamwork CRM + Holded Integration

Create Holded contact for new Teamwork 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 Teamwork CRM - Holded integration, anytime a new Teamwork 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.
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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 + Teamwork CRM flow

Connect billing events, customer records, and messaging tools to extend your pipeline automation. Pick a combination and activate it in one click.

Teamwork CRM
Holded
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
Google DriveGoogle Drive (4)
S
H
T
Create a purchase in Holded and add a deal in Teamwork CRM when a Stripe payment succeeds.
Stripe payment data flows directly into Holded as a new purchase while Teamwork CRM logs a corresponding deal, eliminating manual payment reconciliation.
S
H
T
Create a sales invoice in Holded and create a contact in Teamwork CRM when a Stripe subscription is created.
New Stripe subscriptions automatically generate Holded sales invoices and Teamwork CRM contacts so your billing and CRM stay updated.
S
H
T
Update the contact in Holded and update the deal in Teamwork CRM when a Stripe customer is modified.
Customer updates in Stripe automatically refresh contact details in Holded and sync changes to your deals in Teamwork CRM.
S
H
T
Create a credit note in Holded and create a note in Teamwork CRM when a Stripe refund is issued.
Stripe refunds instantly create credit notes in Holded and document the refund in Teamwork CRM notes so teams stay informed.

Supported triggers and actions for Teamwork CRM and Holded

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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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 + Teamwork CRM?

Connect your financial operations and sales pipelines to streamline customer tracking and accounting workflows.

What you can automate?
🔄
Sync purchases between Holded and Teamwork CRM
Automatically create deals in Teamwork CRM whenever a new purchase or invoice is generated in Holded. Keep your sales pipelines and accounting ledgers perfectly aligned without manual entry.
📋
Capture every custom field and detail
Map all available purchase attributes and customer metadata from Holded into your Teamwork CRM records instead of just basic names. Your CRM becomes a complete source of truth.
🔔
Alert your team instantly on new events
Send instant notifications to your sales or finance channels whenever a deal is updated or a new invoice is created. Keep every stakeholder informed in real time.
🔀
Route deals based on submitted criteria
Trigger different follow-up actions or assign specific pipeline stages depending on the deal value or customer tier submitted in your source records.
📝
Keep contact records updated automatically
Ensure customer profile changes in Holded immediately refresh corresponding contact details in Teamwork CRM. Eliminate outdated contact information across your stack.
🔍
Search and update instead of creating duplicates
Check existing records in Teamwork CRM before creating new contacts or deals from Holded transactions. Maintain clean databases free of duplicate entries.
💳
Handle payment and status changes smoothly
Automatically update deal statuses and create credit notes when invoices are marked as paid or refunded in Holded. Keep financial and sales tracking synchronized.
💬
Extend your workflow with Slack notifications
Connect your core Holded and Teamwork CRM data flow to Slack for automated team announcements and operational alerts. Keep communication channels tied directly to your business tools.
And much more...

Who is Holded + Teamwork CRM integration for?

Connecting Holded and Teamwork CRM eliminates manual data entry between your financial tools and sales pipelines, helping teams operate with accurate records.

Finance Managers
Finance Managers
Sales Executives
Sales Executives
Client Success Leads
Client Success Leads
Operations Managers
Operations Managers
Project Coordinators
Project Coordinators
Administrative Staff
Administrative Staff
📈
Finance Managers
You're reviewing company purchases in Holded but your revenue reports only update when someone manually exports deal records, so your financial summaries are always a few hours behind — with this integration, every new transaction lands in your ledger instantly and your data stays current.
⚡
Sales Executives
You're tracking active opportunities in Teamwork CRM but invoicing data remains trapped in Holded until admin staff process it, so your reps find out about billing delays too late — this integration means every invoice update syncs to your deals automatically and your sales cycle moves faster.
🤝
Client Success Leads
You're answering client questions about contract statuses in Teamwork CRM but customer records are scattered across Holded, so your team wastes time checking multiple tabs — automating both apps means customer profile updates sync instantly and client inquiries get resolved on the first call.
⚙️
Operations Managers
You're managing high volumes of company purchases and sales orders by hand, but manual copy-pasting between Holded and Teamwork CRM leads to frequent data gaps — with this integration, high-volume order flows run seamlessly and your operational records remain error-free.
🎯
Project Coordinators
You're opening new project pipelines in Teamwork CRM as soon as finance approves an invoice in Holded, but notification delays leave your team waiting for handoffs — connecting these apps means project deals open the second an invoice is generated and kickoff tasks start immediately.
📋
Administrative Staff
You're maintaining customer databases in Holded while keeping sales logs updated in Teamwork CRM, but missing entries cause audit discrepancies — this integration means every contact and purchase record stays perfectly aligned across platforms without manual double-entry.
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Our team

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Why choose Integrately to automate Teamwork CRM + Holded

Build and manage your Teamwork 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 Teamwork 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.
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How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Holded to Teamwork CRM?
Frequently Asked Questions
You can connect Holded to Teamwork CRM in one click using pre-built automation templates on Integrately, or use Integrately AI to configure custom workflows with Slack, Stripe, and HubSpot.
Can I automatically create a Teamwork CRM deal when a purchase is created in Holded?
Frequently Asked Questions
Can I connect Holded, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Teamwork CRM?
Frequently Asked Questions
How does Holded handle contact updates in this integration?
Frequently Asked Questions
How are deals updated in Teamwork CRM through automations?
Frequently Asked Questions
Do I need coding skills to automate Holded and Teamwork CRM?
Frequently Asked Questions
Is the Holded and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Teamwork CRM With 1500+ Other Apps

Holded
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Teamwork CRM
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Sync Teamwork CRM with email marketing, customer support, and calendar apps to manage your sales pipeline.
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