PerfexCRM + Holded Integration
Integrate Holded to PerfexCRM in one click, or tell Integrately AI how you want each invoice handled. Create customers, add new tasks, generate invoices, and keep your client records updated automatically.
Free forever.Use premium features free for 14 days.1.
Purchase is created in Holded- Invoice is created in Holded
2.
Create lead in PerfexCRM- Search lead in PerfexCRM
- Create customer in PerfexCRM
- Create ticket in PerfexCRM
- Search customer in PerfexCRM
- Update customer in PerfexCRM
- Create task in PerfexCRM
- Create contact in PerfexCRM
- Create invoice in PerfexCRM
- Search invoice in PerfexCRM
- Update task in PerfexCRM
- Search task in PerfexCRM
- Create project in PerfexCRM
- Search project in PerfexCRM
- Add staff in PerfexCRM
- Search ticket in PerfexCRM
- Create contact in Holded
- Search contact by email in Holded
- Update contact in Holded
- Search contact by phone in Holded
- Create sales invoice in Holded
- Create purchase invoice in Holded
- Create deal in Holded
- Create credit note in Holded
- Mark invoice as paid in Holded
- Send invoice in Holded
- Create sales receipt in Holded
- Mark credit note as paid in Holded
- Create quote in Holded
- Create sales order in Holded
- Create product in Holded
- Create event in Holded
- Create payment in Holded
- Create employee in Holded
Trusted by experts at...
Ready Workflows for PerfexCRM + Holded Integration
Create customers from new invoices, add tasks, update records, and notify your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Holded + PerfexCRM flow
Streamline your billing and client management by linking your favorite tools for payments, marketing, and team chat. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
Google Calendar (4)
Google Calendar (4) +
Zendesk (4)
Zendesk (4) H
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Create a PerfexCRM customer when an invoice is created in Holded, and record the payment in Stripe.
New Holded invoices instantly generate PerfexCRM customer records and log charges in Stripe without manual data entry.
H
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When a purchase is created in Holded, create a PerfexCRM customer and create a customer in Stripe.
Keep your CRM and payment platform aligned whenever a new purchase is recorded in Holded.
H
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Create a PerfexCRM invoice when an invoice is created in Holded, and create a payment in Stripe.
Ensure your invoices and payments are recorded across PerfexCRM and Stripe immediately after creation in Holded.
H
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Use ChatGPT to review Holded invoices, create PerfexCRM customers, and charge cards via Stripe.
AI analyses your Holded invoice details before creating PerfexCRM customer files and processing Stripe payments.
Supported triggers and actions for PerfexCRM and Holded
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
What can you automate with Holded + PerfexCRM?
Streamline your administrative workload by connecting financial records in Holded directly to client files in PerfexCRM.
🧾
Create PerfexCRM customers from Holded invoices
Automatically generate a new customer profile in PerfexCRM the moment an invoice or purchase is created in Holded. Eliminate manual copy-pasting between your accounting and CRM systems.
📋
Capture every custom billing field
Map all available invoice details and line items from Holded directly into corresponding fields in PerfexCRM. Ensure your client records contain complete financial context.
🔔
Alert your team instantly in Slack
Send instant notifications to your sales or finance channels whenever a new invoice or purchase is registered in Holded. Keep your entire team aligned on incoming business.
🔀
Route records based on invoice values
Apply conditional rules to route high-value invoices to senior account managers in PerfexCRM while standard purchases follow automated standard workflows.
🔄
Keep client records updated continuously
Automatically search for existing contacts and update their customer details in PerfexCRM whenever corresponding modifications occur in Holded.
🛡️
Prevent duplicate customer entries
Perform intelligent searches by email or phone before creating new records, ensuring your PerfexCRM database remains clean and free of duplicate profiles.
💳
Manage payment and invoice milestones
Trigger automated status updates and task creations in PerfexCRM when invoices are marked as paid or credit notes are issued in Holded.
⚡
Extend workflows to external apps
Connect your Holded and PerfexCRM flow to Slack, Stripe, or Google Drive to build comprehensive multi-step automation pipelines for your business.
And much more...
Who is Holded + PerfexCRM integration for?
Connecting Holded and PerfexCRM eliminates manual data entry between accounting and client management, helping teams operate with flawless financial and customer records.
Finance directors and accounting leads
Sales managers
Agency owners and account managers
Operations teams
Project coordinators
Administrators
📈
Finance directors and accounting leads
You're reconciling financial statements by hand every week, but your revenue reports only update when someone manually exports records, so your figures are always outdated — this integration means every new invoice updates your CRM and financial logs instantly.
⚡
Sales managers
You need to initiate client onboarding the moment a deal closes, but sales reps find out about new invoices hours later, so your response times lag — connecting these apps means your team gets notified and starts projects without delay.
🤝
Agency owners and account managers
You answer to clients who expect project milestones to align perfectly with their billing cycles, but tracking data manually leads to missed updates — automating both apps means your client files and project tasks stay perfectly synchronized.
🔄
Operations teams
The volume of daily invoices is too high for anyone to keep up with by hand, causing frequent data entry errors across your systems — integrating these apps means every transaction creates accurate records automatically.
📋
Project coordinators
You depend on the billing department to hand over client details before you can create new tasks, creating an operational bottleneck — automating both apps means project spaces are set up the second an invoice is generated.
🗂️
Administrators
You need a reliable customer history and keep finding gaps between your accounting software and CRM database — this integration means your records remain complete and uniform across platforms.
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 PerfexCRM + Holded
Build and manage your PerfexCRM + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect PerfexCRM + Holded Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Holded to PerfexCRM?
You can connect Holded to PerfexCRM in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the workflow and map fields for you. You can also connect Slack, Stripe, and 1,500+ other apps.
Can I automatically create PerfexCRM customers from Holded invoices?
Can I connect Holded, PerfexCRM, and Slack?
What is a good Zapier alternative for Holded and PerfexCRM?
How does Holded handle invoice data during synchronization?
Can PerfexCRM update customer records from incoming invoices?
Do I need coding skills to automate Holded and PerfexCRM?
Is the Holded and PerfexCRM integration free?
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