Holded + Salesforce Integration

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

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1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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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
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Holded + Salesforce Integration

Capture customer invoices, create CRM records, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Holded Integration

Create Holded contact for new Salesforce record

Automatically creating Holded contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Activate
  • 1of2
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 + Salesforce flow

Connect your financial records and CRM data with messaging, marketing, and support tools to keep your entire stack aligned. Pick a combination and activate it in one click.

Holded
Salesforce
+
StripeStripe (2)
+
MailchimpMailchimp (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
SlackSlack (2)
+
Google DriveGoogle Drive (2)
+
ZendeskZendesk (2)
H
S
S
Create a Stripe customer for every new Holded invoice, and add the contact in Salesforce.
New Holded invoices automatically generate a Stripe customer and a Salesforce contact, eliminating manual data entry across platforms.
H
S
S
When a Holded purchase is created, record the payment in Stripe and update Salesforce.
Log new Holded purchases directly in Stripe and update Salesforce records instantly to keep your financial pipeline current.

Supported triggers and actions for Holded and Salesforce

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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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Holded + Salesforce?

Streamline your billing and CRM workflows with powerful automated connections designed to save time and eliminate errors.

What you can automate?
🔄
Sync invoices to CRM records instantly
Create a Salesforce contact or account automatically the moment a new invoice is generated in Holded. Your sales and finance teams share a single source of truth without manual data entry.
📋
Capture every submitted customer field
Map all available contact details, billing items, and custom attributes from Holded directly into corresponding Salesforce fields. Your CRM database remains comprehensive and ready for outreach.
🔔
Alert your team on new transactions
Send instant notifications to your sales or finance channels whenever a new invoice or purchase is created. Your team stays informed the second revenue hits your accounts.
🔀
Route records based on submitted criteria
Distribute incoming invoices or purchases to different Salesforce pipelines depending on transaction values or product categories. Your leads reach the right representatives automatically.
🔄
Keep destination records up to date
Update existing Salesforce records whenever contact details or billing statuses change in Holded. Your CRM database evolves in real time alongside your financial documents.
🛡️
Prevent duplicate records automatically
Search existing database entries before creating new contacts or accounts in Salesforce. Your workspace stays clean and free of redundant customer profiles.
💳
Manage later status changes seamlessly
Trigger automated CRM updates and task assignments when invoices are marked as paid or purchases are finalized. Your operational workflow responds dynamically to financial milestones.
💬
Extend workflows to messaging tools
Connect your Holded and Salesforce core flow with Slack to broadcast key transaction milestones and keep stakeholders aligned across communication channels.
And much more...

Who is Holded + Salesforce integration for?

Connect Holded and Salesforce to eliminate manual data entry, streamline financial records, and keep customer pipelines completely synchronized across your team.

Finance Directors
Finance Directors
Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Customer Success Teams
Customer Success Teams
Sales Representatives
Sales Representatives
Business Analysts
Business Analysts
📈
Finance Directors
You're reviewing revenue reports every morning but your CRM records only update when someone manually exports billing sheets, so the pipeline metrics you're presenting against are always a few hours behind — this integration means every new invoice updates your CRM instantly and your financial data stays current.
⚡
Sales Operations Managers
You need to assign inbound accounts immediately, and you find out about closed deals too late because reps are stuck re-typing billing details between systems — automating both apps means every transaction triggers instant CRM record creation so your sales reps can begin onboarding without delay.
🤝
Account Executives
You answer to clients who want immediate confirmation of their billing status and contract updates, but you have to check multiple tabs to verify details — connecting these apps means client records update in real time and your status reports are always accurate.
🔄
Customer Success Teams
The volume of new customer invoices is too high for anyone to keep up by hand, leading to missed onboarding triggers and unassigned accounts — automating both apps means every customer record flows smoothly from billing to CRM without manual bottlenecks.
🎯
Sales Representatives
You own the outreach stage and depend on finance to hand over billing confirmations before you schedule client check-ins, causing frustrating wait times — this integration means completed invoices instantly populate your CRM pipeline so you can initiate follow-ups immediately.
🗂️
Business Analysts
You need a reliable history of customer interactions and keep finding gaps where invoices were generated but contacts were never updated in the CRM — automating both apps means complete transaction logs flow seamlessly into your database with zero missing records.
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Why choose Integrately to automate Holded + Salesforce

Build and manage your Holded + Salesforce 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 + Salesforce 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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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Holded to Salesforce?
Frequently Asked Questions
You can connect Holded to Salesforce in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. It also integrates smoothly with Slack, Stripe, and Mailchimp.
Can I automatically create Salesforce contacts when a Holded invoice is created?
Frequently Asked Questions
Can I connect Holded, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Salesforce?
Frequently Asked Questions
How does Holded handle invoice data during integration?
Frequently Asked Questions
How are records updated in Salesforce?
Frequently Asked Questions
Do I need coding skills to automate Holded and Salesforce?
Frequently Asked Questions
Is the Holded and Salesforce integration free?
Frequently Asked Questions
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