Holded + Intercom Integration

Integrate Holded to Intercom in one click, or tell Integrately AI how you want each invoice handled. Sync customer records, update your support queues, alert your team, and trigger follow-ups automatically.

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1.
  • Holded
    Invoice is created in Holded
  • Holded
    Purchase is created in Holded
  • Intercom
    Event is created in Intercom Instant
  • Intercom
    Teammate replied in Intercom Instant
  • Intercom
    Admin initiates conversation in Intercom Instant
  • Intercom
    Note is added to conversation in Intercom Instant
  • Intercom
    Conversation is assigned to any teammate in Intercom Instant
  • Intercom
    User is created in Intercom Instant
  • Intercom
    User is deleted in Intercom Instant
  • Intercom
    User is unsubscribed in Intercom Instant
  • Intercom
    User email is updated in Intercom Instant
  • Intercom
    Company is created in Intercom Instant
  • Intercom
    Conversation is tagged in Intercom Instant
  • Intercom
    Conversation is partially deleted in Intercom Instant
  • Intercom
    Conversation is snoozed in Intercom Instant
  • Intercom
    Lead is created in Intercom Instant
  • Intercom
    Admin opened conversation in Intercom Instant
  • Intercom
    Conversation is closed by admin in Intercom Instant
  • Intercom
    User or lead is replied in Intercom Instant
  • Intercom
    Lead is untagged in Intercom Instant
  • Intercom
    Lead is tagged in Intercom Instant
  • Intercom
    Message is created from user or lead in Intercom Instant
  • Intercom
    Email is added to lead in Intercom 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
  • Intercom
    Create user in Intercom
  • Intercom
    Remove tag from user in Intercom
  • Intercom
    Add contact to company in Intercom
  • Intercom
    Get admin by id in Intercom
  • Intercom
    Add tag to user in Intercom
  • Intercom
    Update user in Intercom
  • Intercom
    Create lead in Intercom
  • Intercom
    Update lead in Intercom
  • Intercom
    Add tag on lead in Intercom
  • Intercom
    Update company in Intercom
  • Intercom
    Add/Remove tag on company in Intercom
  • Intercom
    Send message in Intercom
  • Intercom
    Create event in Intercom
  • Intercom
    Search lead in Intercom
  • Intercom
    Search user in Intercom
  • Intercom
    Search company in Intercom

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Ready WorkflowsReady Workflows   for Holded + Intercom Integration

Capture customer details, sync invoices, update user accounts, alert your support team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Holded + Intercom flow

Connect supporting apps to manage billing notifications, sync customer data, and streamline support workflows. Pick a combination and activate it in one click.

Holded
Intercom
+
ShopifyShopify (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
S
H
I
Create a sales invoice in Holded for every new Shopify order, and create a user in Intercom
New Shopify orders generate a sales invoice in Holded and a new user profile in Intercom instantly, keeping your billing and customer communication aligned.
S
H
I
Search contact by email in Holded when a Shopify customer is updated, and update user in Intercom
Customer updates in Shopify trigger a contact search in Holded and update the corresponding user in Intercom.
S
H
I
When a Shopify refund is processed, mark invoice as paid in Holded and send message in Intercom
Refunds processed in Shopify update your invoice status in Holded and notify the customer via Intercom message.
S
H
I
S
Turn every Shopify order into a sales invoice in Holded, create an Intercom user, and notify your sales team on Slack
Shopify orders automatically generate Holded invoices, create Intercom users, and notify your team in Slack.

Supported triggers and actions for Holded and Intercom

Mix and match to build the exact automation you need

Holded
Holded Triggers & Actions
Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Purchase is created in Holded
Triggers the automation when a new purchase is created
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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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Intercom
Intercom Triggers & Actions
Instant
Event is created in Intercom
Triggers the automation when a new event is created
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Instant
Teammate replied in Intercom
Triggers the automation when a teammate responds
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Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
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Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
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Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
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Instant
User is created in Intercom
Triggers the automation when a new user is created
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Instant
User is deleted in Intercom
Triggers the automation when a user is deleted
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Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
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Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
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Instant
Company is created in Intercom
Triggers the automation when a new company is created
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Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
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Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
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Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
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Instant
Lead is created in Intercom
Triggers the automation when a new lead is created
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Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
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Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
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Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
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Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
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Instant
Lead is tagged in Intercom
Triggers the automation when a lead is tagged
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Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
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Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
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Create user in Intercom
Generates a new user account
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Remove tag from user in Intercom
Untag a user's profile
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Add contact to company in Intercom
Adds a contact to a company
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Get admin by id in Intercom
Retrieves admin by its ID
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Add tag to user in Intercom
Assigns a tag to a user based on particular criteria
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Update user in Intercom
Updates user information
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Create lead in Intercom
Generates new leads for potential customers
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Update lead in Intercom
Updates the lead information
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Add tag on lead in Intercom
Assigns tag to a lead based on predefined criteria
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Update company in Intercom
Updates company information
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Add/Remove tag on company in Intercom
Updates company tags based on predefined criteria
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Send message in Intercom
Delivers a message to a designated recipient
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Create event in Intercom
Adds a new contact to the contact list
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Search lead in Intercom
Retrieves information for a particular lead
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Search user in Intercom
Searches for a user
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Search company in Intercom
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What can you automate with Holded + Intercom?

Connect Holded and Intercom to streamline invoicing, customer support, and contact management across your business operations.

What you can automate?
🔄
Sync invoices and user profiles automatically
Trigger user creation in Intercom the moment a new invoice is generated in Holded. Eliminate manual data transfer between your accounting and customer support tools.
📋
Capture every submitted customer field
Map all available contact and order details from Holded invoices directly into Intercom user profiles instead of basic names and emails.
📢
Notify your support team instantly
Alert your team in Slack or via email the second a new Holded purchase or invoice is created so agents can provide immediate assistance.
🔀
Route records based on submitted criteria
Apply specific tags or create priority user profiles in Intercom depending on the invoice value or product purchased in Holded.
📝
Keep customer records up to date
Automatically update Intercom user attributes whenever contact details or billing information are modified in Holded.
🔍
Search and update instead of creating duplicates
Search existing contacts by email or phone in Holded before creating new records, ensuring clean data hygiene across your tools.
💳
Handle payment and status changes
Mark invoices as paid or process credit notes in Holded and automatically reflect those financial status changes in Intercom.
🔌
Extend your workflow to team channels
Connect Holded and Intercom with Slack, Gmail, or Google Drive to build multi-step operational pipelines that span your entire stack.
And much more...

Who is Holded + Intercom integration for?

Finance managers, support leads, and customer operations teams use this integration to keep billing records and user communication synchronized without manual data entry.

Finance Managers
Finance Managers
Support Team Leads
Support Team Leads
Account Managers
Account Managers
Customer Operations Specialists
Customer Operations Specialists
Sales Representatives
Sales Representatives
Billing Administrators
Billing Administrators
📈
Finance Managers
You're reconciling billing records between Holded and customer support interactions, but your revenue reports only update when someone manually exports invoices, so the financial summaries you review are always outdated — with this integration, every new invoice syncs instantly and your figures stay current.
Support Team Leads
You're managing customer queries in Intercom while invoices are created in Holded, but support agents find out about billing status changes too late, so customers wait hours for payment verification — with this integration, every account status updates automatically and your team responds faster.
🤝
Account Managers
You answer to key clients who want immediate confirmation of their account setup, but manual handoffs between invoicing and customer service cause delays, so clients see gaps in communication — with this integration, every user profile is created instantly and client onboarding runs smoothly.
📊
Customer Operations Specialists
The volume of new purchases and user signups is too high for anyone to keep up by hand, so customer records frequently drift out of sync between your accounting and help desk software — with this integration, every contact and order is handled automatically at scale.
💼
Sales Representatives
You own the deal conversion stage and depend on billing teams to hand over invoicing details, but communication bottlenecks leave sales reps in the dark about payment statuses — with this integration, deal outcomes trigger instant billing actions and clear notifications.
🗂️
Billing Administrators
You need a reliable audit history of every transaction and customer interaction, but manual data entry keeps leaving gaps in your records, so audits become stressful — with this integration, every event is logged accurately across both platforms without missing a step.
Our team

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Why choose Integrately to automate Holded + Intercom

Build and manage your Holded + Intercom 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 + Intercom 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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Frequently Asked Questions

How do I connect Holded to Intercom?
Frequently Asked Questions
You can connect Holded to Intercom in one click using Integrately. Choose from ready-made templates or ask Integrately AI to build your automation workflow instantly, connecting with tools like Slack, Gmail, and Stripe.
Can I automatically create Intercom users when an invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, Intercom, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Intercom?
Frequently Asked Questions
How does Holded handle contact synchronization here?
Frequently Asked Questions
How are Intercom user updates managed in this integration?
Frequently Asked Questions
Do I need coding skills to automate Holded and Intercom?
Frequently Asked Questions
Is the Holded and Intercom integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Intercom With 1500+ Other Apps

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Intercom
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Sync Intercom with CRM, marketing, and scheduling platforms to enhance customer support and communication.
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