Holded + INBOX Integration

Integrate Holded to INBOX in one click, or tell Integrately AI how you want each contact handled. Sync your new subscribers, update customer details, log your sales, and trigger your email campaigns automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • INBOX
    Contact is added in INBOX Instant
  • INBOX
    Contact is unsubscribed in INBOX Instant
  • INBOX
    Contact is hard bounced in INBOX Instant
  • INBOX
    Contact reported spam in INBOX Instant
  • INBOX
    Contact is soft bounced in INBOX Instant
Arrow Right
2.
  • 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
  • INBOX
    Create contact in INBOX
  • INBOX
    Search contact by email in INBOX
  • INBOX
    Update contact in INBOX
  • INBOX
    Create list in INBOX

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Ready Workflows Ready Workflows for Holded + INBOX Integration

Sync contacts, update customer details, manage subscriber lists, and trigger campaigns, all in just one click.

Most popular automationsmost-popular-automations
INBOX + Holded Integration

Create Holded contact for new INBOX contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Holded contact and INBOX contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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INBOX + Holded Integration

Create Holded deal for new INBOX contact

This automation makes it easy to create new deals in Holded when a new contact is created in INBOX. Just connect your accounts, and every time a new contact is created in INBOX, a new deal will automatically be created in Holded.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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  • 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 + INBOX flow

Bring in data from your store, payments, marketing lists, spreadsheets, and emails to keep your entire business running in sync. Pick a combination and activate it in one click.

Holded
INBOX
+
ShopifyShopify (4)
+
WooCommerceWooCommerce (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
S
I
H
Create an INBOX contact and a Holded sales invoice for every new Shopify order.
Every new Shopify order automatically creates an INBOX contact and generates a sales invoice in Holded without manual data entry.
S
I
H
When a Shopify customer is updated, update the matching contact in INBOX and Holded.
Keep subscriber and customer details current across INBOX and Holded whenever a customer updates their profile in Shopify.
S
I
H
Create a Holded sales order and an INBOX contact whenever a Shopify product is purchased.
Track store purchases in Holded and build your marketing segments in INBOX automatically for every Shopify transaction.
S
C
I
H
Use ChatGPT to analyze Shopify order feedback, update INBOX contacts, and create Holded quotes.
Analyze customer order notes with ChatGPT, update contact lists in INBOX, and generate quotes in Holded automatically.

Supported triggers and actions for Holded and INBOX

Mix and match to build the exact automation you need

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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INBOX
INBOX Triggers & Actions
Instant
Contact is added in INBOX
Triggers the automation when a new contact is added
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Instant
Contact is unsubscribed in INBOX
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Contact is hard bounced in INBOX
Triggers the automation when a contact email bounces due to invalidity
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Instant
Contact reported spam in INBOX
Triggers the automation when a contact is marked as spam
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Instant
Contact is soft bounced in INBOX
Triggers the automation when a contact email address bounces due to temporary issues
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Create contact in INBOX
Adds a new contact to the contact list
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Search contact by email in INBOX
Finds and retrieves contact information using their email address
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Update contact in INBOX
Updates contact information
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Create list in INBOX
Generates a new list
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What can you automate with Holded + INBOX?

Streamline your operations and marketing by connecting Holded triggers to INBOX actions seamlessly.

What you can automate?
🔄
Sync contacts between Holded and INBOX
Automatically create contacts in Holded whenever a new contact is added in INBOX, keeping your management and email marketing platforms perfectly aligned.
📋
Capture every submitted contact field
Map all available contact details and custom fields from INBOX into Holded instead of just names and email addresses.
🔔
Notify your team instantly on key events
Send alerts or emails whenever a new invoice is created in Holded or a contact is unsubscribed in INBOX.
🔀
Route records based on submitted criteria
Create specific lists in INBOX or update contact details in Holded depending on the subscription tier or purchase amount.
✏️
Keep customer profiles up to date
Update contact information in Holded automatically whenever a subscriber updates their profile or preferences in INBOX.
🔍
Search and update instead of creating duplicates
Search for existing contacts by email or phone in Holded before creating new records, preventing duplicate entries.
💳
Handle later billing status changes
Mark invoices as paid or create credit notes in Holded when payments are received or refunded.
🔌
Extend your workflow to Google Sheets
Connect Holded and INBOX to Google Sheets to log every transaction and subscriber list for advanced reporting.
And much more...

Who is Holded + INBOX integration for?

Growing businesses using Holded for operations and INBOX for marketing can eliminate manual data entry and keep customer records perfectly synchronised across platforms.

Marketing directors
Marketing directors
Sales managers
Sales managers
Account executives
Account executives
Operations leads
Operations leads
Customer success teams
Customer success teams
Finance specialists
Finance specialists
📈
Marketing directors
You manage email campaigns and subscriber growth in INBOX but need accurate revenue figures from Holded to evaluate campaign ROI, yet manual exports leave your reports outdated — automating both apps means your marketing dashboards reflect real-time sales performance and customer metrics.
Sales managers
You rely on Holded to track deals and invoices while your team uses INBOX for lead nurturing, but disconnected contact lists cause delayed follow-ups — with this integration, every new subscriber and customer record syncs instantly across both systems.
🤝
Account executives
You answer to clients who expect their contact details and billing records to match across all company software, but manual copy-pasting creates frequent discrepancies — automating these apps means your client data stays consistent and error-free.
📊
Operations leads
The volume of new subscribers and purchase invoices is too high for anyone to keep up by hand, leading to lost contacts and untracked sales — connecting these apps means every transaction and subscriber is logged automatically without manual intervention.
🔄
Customer success teams
You own the onboarding stage and depend on billing updates from Holded before triggering welcome sequences in INBOX, but notification delays leave new clients waiting — automating both apps means onboarding triggers the moment an invoice or purchase is created.
📁
Finance specialists
You need a reliable history of all customer interactions and financial transactions, but fragmented software tools leave gaps in your audit trail — this integration means every invoice, purchase, and subscriber record is permanently logged.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Holded + INBOX

Build and manage your Holded + INBOX automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Holded + INBOX 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 Holded to INBOX?
Frequently Asked Questions
You can connect Holded to INBOX in 1 click using ready templates or ask Integrately AI to build your automation. It takes seconds to link your accounts along with Shopify, WooCommerce, and Google Sheets.
Can I automatically sync contacts between Holded and INBOX?
Frequently Asked Questions
Can I connect Holded, INBOX, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Holded and INBOX?
Frequently Asked Questions
How does Holded handle contact creation during automation?
Frequently Asked Questions
How does INBOX manage email subscriber lists in workflows?
Frequently Asked Questions
Do I need coding skills to automate Holded and INBOX?
Frequently Asked Questions
Is the Holded and INBOX integration free?
Frequently Asked Questions
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You Can Also Connect Holded or INBOX With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded to accounting, project management, and CRM tools to keep financial and operational data in sync.
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INBOX
Popular INBOX Integrations
Sync INBOX with landing page builders, CRM platforms, and analytics tools to enhance your email marketing campaigns.
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INBOX Integrations arrow right
No popular apps found