Holded + Wild Apricot Integration

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Popular Holded + Wild Apricot Workflows

Create Holded contact for new Wild Apricot 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 Wild Apricot - Holded integration, anytime a new Wild Apricot 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 Wild Apricot contact

Anytime a new contact is created in your Wild Apricot, 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 Wild Apricot - 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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When Event registration is created in Wild Apricot > Check condition > Create contact in Holded

Wild Apricot + Holded Integration

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When Event registration is created in Wild Apricot > Check condition > Create employee in Holded

Wild Apricot + Holded Integration

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Invoice is created in Holded
Purchase is created in Holded
Contact is created in Wild Apricot
Event registration is created in Wild Apricot
Payment is created or updated in Wild Apricot
Invoice is created in Wild Apricot
Audit log item is created in Wild Apricot
Refund is Created or updated in Wild Apricot

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
Send invoice in Holded
Create sales receipt 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
Create contact in Wild Apricot
Search contact in Wild Apricot
Update contact in Wild Apricot
Delete contact in Wild Apricot
Create event in Wild Apricot
Clone event in Wild Apricot
Create event registration in Wild Apricot
Create event registration type in Wild Apricot
Check-in event attendee in Wild Apricot
Create invoice in Wild Apricot

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Integrate Holded & Wild Apricot In 1 Click
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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 Holded & Wild Apricot with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Holded & Wild Apricot With 1100+ 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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Wild Apricot is a feature-rich membership management software that comes with everything your organization needs in one place. It helps you automate and simplify membership tasks like event management, email marketing, payments, database, and more.

See Wild Apricot Integrations