noCRM.io + Holded Integration

Integrate Holded to noCRM.io in one click, or tell Integrately AI how you want each lead handled. Create contacts, generate invoices, track sales stages, and update deals automatically.

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1.
  • noCRM.io
    Lead is created in noCRM.io Instant
  • noCRM.io
    Lead step is changed in noCRM.io Instant
  • noCRM.io
    Lead is assigned in noCRM.io Instant
  • noCRM.io
    Lead is deleted in noCRM.io Instant
  • noCRM.io
    Lead is unassigned in noCRM.io Instant
  • noCRM.io
    Lead content is changed in noCRM.io Instant
  • noCRM.io
    Comment is added in noCRM.io Instant
  • noCRM.io
    Prospect is created in noCRM.io Instant
  • noCRM.io
    Task status is changed in noCRM.io Instant
  • noCRM.io
    Lead status is changed in noCRM.io Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • noCRM.io
    Create a lead in noCRM.io
  • noCRM.io
    Add activity to lead in noCRM.io
  • noCRM.io
    Add tags to a lead in noCRM.io
  • noCRM.io
    Change status of a lead in noCRM.io
  • noCRM.io
    Search lead by email in noCRM.io
  • noCRM.io
    Change title of a lead in noCRM.io
  • noCRM.io
    Assign a lead to user in noCRM.io
  • noCRM.io
    Create a comment on a lead in noCRM.io
  • noCRM.io
    Create a prospect in noCRM.io
  • noCRM.io
    Change step of a lead in noCRM.io
  • noCRM.io
    Set amount and probability of a lead in noCRM.io
  • noCRM.io
    Set the estimated closing date for a lead in noCRM.io
  • noCRM.io
    Add attachment to lead in noCRM.io
  • noCRM.io
    Assign lead randomly to any user in noCRM.io
  • 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 Holded + noCRM.io Integration

Capture leads, generate invoices, keep customer data updated, track deal steps, and sync records, all in just one click.

Most popular automationsmost-popular-automations
noCRM.io + Holded Integration

Create Holded deal from new noCRM.io lead

Anytime a new lead is created in your noCRM.io, a new deal will automatically be created in your Holded. This ensures that all of your deal are linked to the right lead, and that you never miss an opportunity to follow up with a new lead.

This noCRM.io - 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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noCRM.io + Holded Integration

Create Holded contact for new noCRM.io lead

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 noCRM.io - Holded integration, anytime a new noCRM.io lead 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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  • 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 + noCRM.io flow

Connect your billing and CRM workflow with email, scheduling, messaging, payment, form, and storage apps. Pick a combination and activate it in one click.

noCRM.io
Holded
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
TypeformTypeform (4)
+
Google DriveGoogle Drive (4)
N
H
G
Create a Holded contact when a new noCRM.io lead is created, and send a welcome email in Gmail
New noCRM.io leads automatically become Holded contacts while Gmail sends a welcoming email, eliminating manual entry steps for your sales team.
H
G
N
Send an email in Gmail when an invoice is created in Holded, and update the lead in noCRM.io
Notify clients via Gmail when Holded generates an invoice, while updating their status in noCRM.io automatically.
N
H
G
When a noCRM.io lead step changes, create a sales invoice in Holded and email the client in Gmail
Trigger a Holded sales invoice and Gmail notification the moment a noCRM.io lead moves to a closing stage.
H
N
G
When a Holded purchase is created, create a lead in noCRM.io and send an update in Gmail
Capture new purchase records from Holded as noCRM.io leads while alerting team members via Gmail.

Supported triggers and actions for noCRM.io and Holded

Mix and match to build the exact automation you need

noCRM.io
noCRM.io Triggers & Actions
Instant
Lead is created in noCRM.io
Triggers the automation when a new lead is created
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Instant
Lead step is changed in noCRM.io
Triggers the automation when a lead step is changed
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Instant
Lead is assigned in noCRM.io
Triggers the automation when a lead is assigned to someone
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Instant
Lead is deleted in noCRM.io
Triggers the automation when a lead is removed from the system
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Instant
Lead is unassigned in noCRM.io
Triggers the automation when the assignee of a lead is removed
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Instant
Lead content is changed in noCRM.io
Triggers the automation when a lead's inofrmation is updated
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Instant
Comment is added in noCRM.io
Triggers the automation when a new comment is added
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Instant
Prospect is created in noCRM.io
Triggers the automation when a new prospect is added
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Instant
Task status is changed in noCRM.io
Triggers the automation when the status of a task is changed
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Instant
Lead status is changed in noCRM.io
Triggers the automation when the status of a lead changes
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Create a lead in noCRM.io
Creates a new lead
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Add activity to lead in noCRM.io
Adds a new activity to a lead
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Add tags to a lead in noCRM.io
Assigns tag to a lead based on predefined criteria
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Change status of a lead in noCRM.io
Updates lead status based on predefined criteria
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Search lead by email in noCRM.io
Retrieves information for a particular lead using their email
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Change title of a lead in noCRM.io
Updates the title of a lead
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Assign a lead to user in noCRM.io
Assigns leads to particular users for follow-up
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Create a comment on a lead in noCRM.io
Creates a new comment on a lead
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Create a prospect in noCRM.io
Creates a new workspace
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Change step of a lead in noCRM.io
Updates the lead's current step in the workflow process
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Set amount and probability of a lead in noCRM.io
Sets the amount and probability of a lead
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Set the estimated closing date for a lead in noCRM.io
Sets the estimated closing date for a lead
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Add attachment to lead in noCRM.io
Adds an attachment to a lead
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Assign lead randomly to any user in noCRM.io
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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 Holded + noCRM.io?

Streamline your sales and billing operations by connecting Holded and noCRM.io for real-time data flow.

What you can automate?
🔄
Sync leads to sales invoices automatically
Turn closed noCRM.io leads into Holded sales invoices instantly without manual data entry.
📋
Capture comprehensive lead and contact details
Transfer every custom field, contact detail, and note between noCRM.io prospects and Holded contacts.
💬
Alert your team on lead and invoice updates
Notify sales and finance teams immediately when leads change status or invoices are paid.
🔀
Route records based on submitted criteria
Direct specific leads to tailored sales workflows or invoicing rules depending on deal size.
🔄
Keep destination records up to date
Update contact information and lead stages across both platforms whenever changes occur.
🔍
Prevent duplicates with smart search operations
Search existing contacts by email or phone before creating new records in Holded or noCRM.io.
💳
Manage payment and invoice status changes
Automatically update lead stages in noCRM.io when Holded marks invoices as paid or credits as settled.
🔗
Extend your workflow with external apps
Connect third-party tools like Slack, Gmail, or Stripe to enrich your Holded and noCRM.io automation stack.
And much more...

Who is Holded + noCRM.io integration for?

Connecting Holded and noCRM.io removes manual data entry between your accounting and sales pipelines, helping teams close deals and track revenue without errors.

Sales Managers
Sales Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Billing Specialists
Billing Specialists
Finance Teams
Finance Teams
📈
Sales Managers
You report on pipeline revenue and conversion rates, but your accounting records and CRM leads are always out of sync because someone has to update them by hand — automating both apps means every invoice and lead lands instantly so your reports reflect reality.
⚡
Account Executives
You need to act fast when a prospect engages, and you find out too late when invoices or lead stages are updated manually in separate tools — with this integration, lead steps and sales invoices sync automatically so you never miss a follow-up.
🤝
Client Success Leads
You answer to clients who want immediate confirmation of their orders and account setup, but delays in manual data entry leave them waiting — connecting these apps means every transaction and lead detail updates instantly across your systems.
📈
Operations Directors
The sales and billing volume is too high for anyone to keep up by hand, leading to missed contacts and unbilled deals — this integration means every record flows seamlessly between your CRM and ERP without manual intervention.
💼
Billing Specialists
You own the invoicing step and depend on sales reps to hand over closed deals, but communication gaps delay your billing cycle — automating both apps means invoices are generated the moment lead stages change.
🗂️
Finance Teams
You need a reliable financial history and keep finding gaps between CRM leads and accounting records — automating this means every purchase and invoice connects directly to your sales pipeline data.
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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 noCRM.io + Holded

Build and manage your noCRM.io + 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 noCRM.io + 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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2
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Holded to noCRM.io?
Frequently Asked Questions
You can connect Holded to noCRM.io in 1 click using ready templates or ask Integrately AI to build the automation and map the fields for your sales and billing workflows.
Can I automatically create Holded invoices from noCRM.io lead updates?
Frequently Asked Questions
Can I connect Holded, noCRM.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and noCRM.io?
Frequently Asked Questions
How does Holded handle contact synchronization with noCRM.io?
Frequently Asked Questions
Can noCRM.io trigger actions in Holded when a deal is won?
Frequently Asked Questions
Do I need coding skills to automate Holded and noCRM.io?
Frequently Asked Questions
Is the Holded and noCRM.io integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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