Bitrix24 + Holded Integration

Integrate Bitrix24 to Holded in one click, or tell Integrately AI how you want each deal handled. Create invoices, update contacts, sync sales records, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
Arrow Right
2.
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • 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 Bitrix24 + Holded Integration

Capture leads, generate invoices, keep contacts updated, alert your team, and track revenue, all in just one click.

Most popular automationsmost-popular-automations
Bitrix24 + Holded Integration

Create Holded deal from new Bitrix24 contact

Anytime a new contact is created in your Bitrix24, 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 Bitrix24 - 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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Bitrix24 + Holded Integration

Create Holded contact for new Bitrix24 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 Bitrix24 - Holded integration, anytime a new Bitrix24 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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Connect more apps to your Bitrix24 + Holded flow

Connect your payment, store, messaging, and support apps to keep your entire business stack synchronized after every Bitrix24 and Holded action. Pick a combination and activate it in one click.

Bitrix24
Holded
+
ShopifyShopify (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
TrelloTrello (4)
S
B
H
Create a Bitrix24 lead for every new Shopify order, and generate a sales invoice in Holded.
New Shopify orders instantly generate a Bitrix24 lead and a Holded sales invoice without manual data entry.
S
H
B
Create a product in Holded when a new item is added in Shopify, and log a comment in Bitrix24.
Keep your Holded inventory updated with new Shopify products and notify your Bitrix24 workspace instantly.
S
B
H
Create a contact in Bitrix24 and Holded whenever a new customer registers in Shopify.
New Shopify customer signups appear instantly as contacts in Bitrix24 and Holded.
S
H
B
Create a credit note in Holded and update the deal in Bitrix24 when a Shopify refund is issued.
Refunds issued in Shopify automatically generate a Holded credit note and update the Bitrix24 deal.

Supported triggers and actions for Bitrix24 and Holded

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Quote is created in Bitrix24
Triggers the automation when a new quote is created
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Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
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Lead is created in Bitrix24
Triggers the automation when a new lead is created
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Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
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Instant
Lead is created in Bitrix24
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Instant
Lead is updated in Bitrix24
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Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
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Deal is created in Bitrix24
Triggers the automation when a deal is created
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Instant
Deal is created in Bitrix24
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Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
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Contact is created in Bitrix24
Triggers the automation when a new contact is created
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Contact is updated in Bitrix24
Triggers the automation when a contact is updated
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Instant
Contact is created in Bitrix24
Try it →
Instant
Contact is updated in Bitrix24
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Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
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Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
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Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
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Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
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Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
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Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
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Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
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Search lead in Bitrix24
Retrieves information for a particular lead
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Create quote in Bitrix24
Creates a new quote
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Search quote by title in Bitrix24
Searches for a quote using the title
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Update quote in Bitrix24
Updates an existing quote
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Search contact in Bitrix24
Finds and retrieves contact information
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Create lead in Bitrix24
Generates new leads for potential customers
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Update lead in Bitrix24
Updates the lead information
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Create contact in Bitrix24
Adds a new contact to the database
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Update contact in Bitrix24
Updates contact information with new details
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Create deal in Bitrix24
Generates a new deal with
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Update deal in Bitrix24
Updates deal information based on new criteria or changes
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Get deal by id in Bitrix24
Retrieves a deal by its id
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Search deal in Bitrix24
Retrieves and find a deal
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Create company in Bitrix24
Generates a new company profile with given details
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Search company in Bitrix24
Finds information about a company
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Update company in Bitrix24
Updates company information
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Get company by id in Bitrix24
Retrieves a company's details using its id
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Search task in Bitrix24
Searches for a task
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Get task by id in Bitrix24
Retrieves a task using its id
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Update task in Bitrix24
Updates the task with new information or changes
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Get lead by id in Bitrix24
Retrieves a lead's information based on their id
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Get contact by id in Bitrix24
Retrieves a contact's information based on their id
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Add comment in Bitrix24
Adds a comment to a record
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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
Try it →

What can you automate with Bitrix24 + Holded?

Streamline your sales and financial workflows by connecting Bitrix24 triggers to Holded actions effortlessly.

What you can automate?
🔄
Automate sales invoices from new deals
Generate a Holded sales invoice the moment a new deal is created in Bitrix24. Eliminate manual billing and speed up your revenue cycle.
📋
Capture every submitted contact field
Map all available contact details from Bitrix24 straight into Holded instead of just names and emails. Keep your address books completely synchronized.
🔔
Notify your team on important events
Send instant alerts whenever a new invoice is created or a payment is received. Keep your finance and sales teams aligned in real time.
🔀
Route data based on custom field values
Create different types of invoices or apply specific tax rules in Holded depending on the tier or category selected in your Bitrix24 deal.
📝
Keep records updated across both apps
Automatically update Holded contacts and sales orders whenever lead or deal information changes in Bitrix24. Prevent outdated client data.
🔍
Search and update instead of duplicating
Check if a contact already exists in Holded before creating a new one from Bitrix24. Maintain a clean database without duplicate entries.
💳
Handle payment and status changes
Mark invoices as paid in Holded when payments clear, or update deal stages in Bitrix24 when credit notes are issued. Automate your financial lifecycle.
🔗
Extend your workflow with third-party apps
Connect your Bitrix24 and Holded flow to Slack, Gmail, or Stripe to trigger notifications, send confirmation emails, and track payments.
And much more...

Who is Bitrix24 + Holded integration for?

Business teams, sales managers, and finance operators eliminate manual data entry between Bitrix24 and Holded to keep records synchronized.

Performance analysts
Performance analysts
Sales managers
Sales managers
Client service teams
Client service teams
Operations directors
Operations directors
Finance specialists
Finance specialists
Customer success leads
Customer success leads
📈
Performance analysts
You generate reports on deals in Bitrix24, but your financial tracking sheet in Holded only updates when someone manually exports records, so the revenue counts you review are always outdated — with this integration, every new deal creates an invoice instantly and your figures stay current.
Sales managers
You need to act fast when new leads convert, but billing notifications arrive hours late from Holded, causing delays in client outreach — with this integration, every deal creation triggers invoicing immediately and your sales pipeline moves without friction.
📋
Client service teams
You answer to clients who want to see project progress reflected in their billing documents, but copying details between Bitrix24 and Holded leads to errors — with this integration, every project update syncs cleanly to your invoices and client confidence increases.
⚙️
Operations directors
The volume of customer records is too high for your staff to keep up with by hand, leading to missing invoices and unassigned leads — with this integration, every contact and deal syncs across both platforms automatically without manual intervention.
💼
Finance specialists
You own the billing step and depend on sales reps upstream to hand over closed deals from Bitrix24, but details often get missed — with this integration, every won deal generates a Holded invoice instantly and hand-offs become foolproof.
🗂️
Customer success leads
You need a reliable history of client interactions and payments, but constantly find gaps between your Bitrix24 workspace and Holded records — with this integration, every contact change and purchase syncs across both apps to maintain complete records.
Our team

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Why choose Integrately to automate Bitrix24 + Holded

Build and manage your Bitrix24 + 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 Bitrix24 + 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
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Automation is ready
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Frequently Asked Questions

How do I connect Bitrix24 to Holded?
Frequently Asked Questions
You can connect Bitrix24 to Holded in 1 click using Integrately. Choose from ready automation templates or use Integrately AI to set up your workflow alongside apps like Slack, Gmail, and Trello.
Can I automatically create a Holded invoice when a Bitrix24 deal is created?
Frequently Asked Questions
Can I connect Bitrix24, Holded, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Holded?
Frequently Asked Questions
How are contacts synced between Bitrix24 and Holded?
Frequently Asked Questions
Can I update Holded invoices when Bitrix24 deals change?
Frequently Asked Questions
Do I need coding skills to integrate Bitrix24 and Holded?
Frequently Asked Questions
Is the Bitrix24 and Holded integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or Holded With 1500+ Other Apps

Bitrix24
Popular Bitrix24 Integrations
Connect Bitrix24 with CRMs, communication tools, and project management platforms to manage your pipeline.
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Holded
Popular Holded Integrations
Sync Holded with accounting, invoicing, and reporting tools to keep your financial stack working together.
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