Gmail + Holded Integration

Integrate Gmail to Holded in one click, or tell Integrately AI how you want each contact handled. Parse incoming messages, create contacts, send invoices, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Gmail
    Email is received in Gmail
  • Gmail
    Label is added to email in Gmail
  • Gmail
    New email is starred in Gmail
  • Gmail
    Email matching search is received in Gmail
  • Gmail
    Thread is started in Gmail
  • Gmail
    Label is created in Gmail
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
Arrow Right
2.
  • Gmail
    Send email in Gmail
  • Gmail
    Reply to email in Gmail
  • Gmail
    Create draft in Gmail
  • Gmail
    Create draft reply in Gmail
  • Gmail
    Delete label in Gmail
  • Gmail
    Search email in Gmail
  • Gmail
    Add label to email in Gmail
  • Gmail
    Remove label from email in Gmail
  • Gmail
    Create label in Gmail
  • Gmail
    Update label in Gmail
  • 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 Gmail + Holded Integration

Capture incoming messages, create contacts, generate invoices, send updates, and track purchases, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Gmail + Holded flow

Connect customer data, team alerts, and document tracking to your core workflow once contacts and invoices are processed. Pick a combination and activate it in one click.

Gmail
Holded
+
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+
HubSpotHubSpot (3)
+
SlackSlack (3)
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G
H
S
When an email is received in Gmail, create a contact in Holded, and create a customer in Stripe.
New email inquiries trigger a contact in Holded and a customer profile in Stripe simultaneously, removing manual data entry.
H
S
G
When an invoice is created in Holded, create a payment link in Stripe, and send an email in Gmail.
Generate a Stripe payment link for every new Holded invoice and email it directly to the client via Gmail.
H
S
G
When a purchase is created in Holded, create a customer in Stripe, and search email in Gmail.
Log new Holded purchases, establish Stripe customers, and search related Gmail messages for confirmation records.

Supported triggers and actions for Gmail and Holded

Mix and match to build the exact automation you need

Gmail
Gmail Triggers & Actions
Email is received in Gmail
Triggers the automation when an email is received
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Label is added to email in Gmail
Triggers the automation when any email is labelled
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New email is starred in Gmail
Triggers the automation when any email is starred
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Email matching search is received in Gmail
Triggers the automation when an incoming email matches a particular search criteria
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Thread is started in Gmail
Triggers the automation when a new thread is created
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Label is created in Gmail
Triggers the automation when a new label is created
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Send email in Gmail
Sends an email to a recipient
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Reply to email in Gmail
Replies to an email
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Create draft in Gmail
Adds a new contact to the contact list
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Create draft reply in Gmail
Adds a new contact to the contact list
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Delete label in Gmail
Removes a particular label from the selected item
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Search email in Gmail
Scan email inbox for keywords or sender
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Add label to email in Gmail
Categorize and organize emails by adding labels based on criteria
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Remove label from email in Gmail
Removes a label from an email
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Create label in Gmail
Generates a new label
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Update label in Gmail
Modify the label information
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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 Gmail + Holded?

Streamline your communication and business management workflows with powerful automated triggers and actions.

What you can automate?
🔄
Turn every inbound email into a Holded contact
Capture new email inquiries from Gmail and create corresponding contact records in Holded automatically. Eliminate manual copy-pasting and ensure every lead is tracked.
📋
Capture every submitted field without manual entry
Extract complete sender details and message contents from Gmail and map them directly into Holded customer profiles and invoices. Your records remain detailed and accurate.
🔔
Notify your team the moment an invoice is created
Trigger instant team notifications whenever a new purchase or invoice is generated in Holded. Keep your administrative and sales staff informed in real time.
🔀
Route records based on submitted email contents
Evaluate incoming email text in Gmail and apply conditional logic to create specific contacts, sales invoices, or purchase orders in Holded.
🔄
Keep Holded records updated as details change
Automatically search and update existing contact information in Holded whenever follow-up emails arrive in Gmail. Prevent duplicate records and outdated information.
🔍
Search and update contacts instead of creating duplicates
Verify existing records by checking email and phone numbers in Holded before creating new entries. Keep your database clean and organized.
💳
Handle payment status updates and receipts instantly
Mark invoices as paid, create sales receipts, and issue confirmation emails through Gmail the moment transactions complete in Holded.
🔌
Extend your workflow to Slack and CRM tools
Connect your Gmail and Holded core flow to Slack, HubSpot, or Stripe to build multi-step operations that span your entire business stack.
And much more...

Who is Gmail + Holded integration for?

Accounting teams, sales reps, and business owners eliminate manual data entry between email communications and company management systems.

Finance Managers
Finance Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Sales Operations Teams
Sales Operations Teams
Auditors and Controllers
Auditors and Controllers
📈
Finance Managers
You're reviewing revenue reports and transaction ledgers but your accounting figures only update when someone manually exports emails and contacts, so the financial totals you're analysing against are always a few hours behind — with this integration, every new contact and invoice lands in Holded instantly and your data stays current.
Customer Support Leads
You're handling inbound inquiries in Gmail but your client records only update when someone remembers to log them, so urgent customer requests sit unattended while billing details are missed — with this integration, every customer interaction creates an immediate contact record and your support queue stays organized.
🤝
Account Managers
You're answering client questions about invoices and purchases but your tracking records are scattered across email threads and disparate spreadsheets, so progress reports take hours to compile — with this integration, every billing event is logged automatically and your client history remains fully transparent.
📊
Billing Specialists
You're processing high volumes of purchase orders and customer inquiries every day but manual data entry causes constant transcription errors, so your invoicing pipeline is constantly bogged down — with this integration, every incoming message and transaction syncs instantly and your billing workflow runs smoothly.
💼
Sales Operations Teams
You're depending on marketing and support staff to hand over email leads before you can create contacts or issue invoices, so prospective deals stall during handoffs — with this integration, every qualified lead from Gmail populates Holded automatically and your sales cycle accelerates.
📁
Auditors and Controllers
You're verifying financial records and transaction histories but keep finding gaps where email communications failed to make it into accounting software, so compliance checks become stressful — with this integration, every transaction and contact maintains a complete digital trail and your ledgers stay accurate.
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 Gmail + Holded

Build and manage your Gmail + 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 Gmail + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Gmail to Holded?
Frequently Asked Questions
You can connect Gmail to Holded in 1 click using ready templates on Integrately or ask Integrately AI to build the automation for you. It takes just minutes to link your email communications with your business management platform.
Can I automatically create Holded contacts from incoming Gmail messages?
Frequently Asked Questions
Can I connect Gmail, Holded, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Gmail and Holded?
Frequently Asked Questions
How are email messages and labels handled between Gmail and Holded?
Frequently Asked Questions
Can I create invoices and track purchases between Gmail and Holded?
Frequently Asked Questions
Do I need coding skills to automate Gmail and Holded?
Frequently Asked Questions
Is the Gmail and Holded integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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