Systeme.io + Holded Integration

Integrate Holded to Systeme.io in one click, or tell Integrately AI how you want each contact handled. Create contacts, update customer details, track sales, and trigger follow-ups automatically.

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1.
  • Systeme.io
    Sale is cancelled in Systeme.io Instant
  • Systeme.io
    Sale is created in Systeme.io Instant
  • Systeme.io
    Tag is applied to contact in Systeme.io Instant
  • Systeme.io
    Contact is created in Systeme.io
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Systeme.io
    Create contact in Systeme.io
  • Systeme.io
    Search contact by email in Systeme.io
  • Systeme.io
    Update contact in Systeme.io
  • Systeme.io
    Add tag to contact in Systeme.io
  • Systeme.io
    Remove tag from contact in Systeme.io
  • Systeme.io
    Create tag in Systeme.io
  • Systeme.io
    Search tag in Systeme.io
  • Systeme.io
    Remove tag in Systeme.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 + Systeme.io Integration

Capture contacts, sync sales, update customer data, trigger marketing emails, and track revenue, all in just one click.

Most popular automationmost-popular-automations
Systeme.io + Holded Integration

Create Holded contact for new Systeme.io 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 Systeme.io 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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Systeme.io + Holded Integration

Create Holded deal for new Systeme.io contact

This automation makes it easy to create new deals in Holded when a new contact is created in Systeme.io. Just connect your accounts, and every time a new contact is created in Systeme.io, 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Systeme.io flow

Sync your financial records with invoicing, marketing, and team communication tools. Pick a combination and activate it in one click.

Systeme.io
Holded
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ShopifyShopify (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
H
S
S
When an invoice is created in Holded, create a contact in Systeme.io and record the charge in Stripe
Holded invoices instantly trigger new Systeme.io contacts while Stripe logs the transaction, removing manual bookkeeping steps.
S
H
S
When a sale is created in Systeme.io, create a sales invoice in Holded and record the customer in Stripe
Systeme.io sales automatically generate Holded invoices and Stripe customer profiles to keep your financial stack unified.
S
H
S
When a contact is created in Systeme.io, search contact by email in Holded and record a payment in Stripe
New Systeme.io contacts trigger a search in Holded and a Stripe payment lookup to unify customer records.
H
S
S
When a purchase is created in Holded, add a tag to contact in Systeme.io and check the subscription in Stripe
Holded purchases update your Systeme.io contact tags while Stripe verifies the active subscription status.

Supported triggers and actions for Systeme.io and Holded

Mix and match to build the exact automation you need

Systeme.io
Systeme.io Triggers & Actions
Instant
Sale is cancelled in Systeme.io
Triggers when a sale is cancelled
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Instant
Sale is created in Systeme.io
Triggers when a sale is created
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Instant
Tag is applied to contact in Systeme.io
Triggers the automation when a tag is added
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Contact is created in Systeme.io
Triggers the automation when a new contact is created
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Create contact in Systeme.io
Adds a new contact to the database
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Search contact by email in Systeme.io
Finds and retrieves contact information using their email address
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Update contact in Systeme.io
Updates contact information with new details
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Add tag to contact in Systeme.io
Apply a tag to a contact record
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Remove tag from contact in Systeme.io
Removes a tag from a contact
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Create tag in Systeme.io
Generates a new tag
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Search tag in Systeme.io
Searches for a tag
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Remove tag in Systeme.io
Removes a tag
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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 + Systeme.io?

Streamline your accounting, marketing, and customer management workflows with ready-made automation capabilities.

What you can automate?
🔄
Sync invoices and contacts instantly
Automatically generate a contact in Systeme.io whenever a new invoice is created in Holded, ensuring your marketing lists reflect your latest billing activity.
📝
Capture every submitted field
Map all available contact details and purchase attributes between Holded and Systeme.io instead of just basic names and email addresses.
🔔
Notify your team on sales
Send instant team alerts in Slack or via email the moment a new sale or invoice is processed across your Holded and Systeme.io accounts.
🔀
Route records based on tags
Apply specific tags or trigger different follow-up actions in Systeme.io depending on the product or amount recorded in your Holded invoices.
📊
Keep records updated continuously
Update contact details and payment statuses across both Holded and Systeme.io as customer information changes in real time.
🔍
Search and prevent duplicates
Automatically check if a contact exists by email or phone in Holded before creating a new record from incoming Systeme.io sales.
💳
Manage status changes and payments
Trigger follow-up automations when invoices are marked as paid or when sales are cancelled in either Holded or Systeme.io.
🔗
Extend your workflow to Stripe
Connect Stripe payments to your Holded and Systeme.io automation flow to record transactions and manage customer profiles in one place.
And much more...

Who is Holded + Systeme.io integration for?

Business owners, marketers, and finance teams struggling to keep their accounting data aligned with customer marketing lists will save hours every week.

Financial analysts
Financial analysts
Sales managers
Sales managers
Agency owners
Agency owners
Growth marketers
Growth marketers
Account managers
Account managers
Operations directors
Operations directors
📈
Financial analysts
You're pulling reports from multiple billing systems, but your revenue spreadsheet only updates when someone manually exports invoices, so the totals you're reviewing are always outdated — with this integration, every new transaction lands in your tracker instantly and your data stays current.
⚡
Sales managers
You need to act fast when new leads register in your marketing funnels, but manual data transfers mean you find out about prospects hours too late — with this integration, every new contact syncs across your systems immediately so your team can follow up without delay.
🤝
Agency owners
You answer to clients who want to see real-time progress on invoicing and campaign metrics, but manual reporting creates constant friction — with this integration, your financial and marketing tools update simultaneously so clients always see accurate status updates.
🚀
Growth marketers
The volume of new subscriber signups is too high for anyone to keep up with by hand, leading to delayed email sequences and missed conversion opportunities — with this integration, every lead triggers automated workflows across your entire tech stack right away.
💼
Account managers
You own the client onboarding step and depend on someone upstream to hand over billing details before you can start work — with this integration, contact and invoice records flow seamlessly between platforms so you can initiate onboarding the moment a sale closes.
🗂️
Operations directors
You need a reliable history of customer interactions across platforms, but manual data entry keeps leaving frustrating gaps in your audit trails — with this integration, every transaction and contact record is captured accurately from end to end.
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Why choose Integrately to automate Systeme.io + Holded

Build and manage your Systeme.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 Systeme.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
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 Systeme.io?
Frequently Asked Questions
You can connect Holded to Systeme.io using 1-click ready workflows on Integrately or by asking Integrately AI to build the automation. It takes seconds to link your accounts along with Stripe, Mailchimp, or Slack without any coding.
Can I automatically create Systeme.io contacts when a Holded invoice is created?
Frequently Asked Questions
Can I connect Holded, Systeme.io, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Systeme.io?
Frequently Asked Questions
How does Holded handle contact data during the integration?
Frequently Asked Questions
Can Systeme.io sales trigger Holded invoices automatically?
Frequently Asked Questions
Do I need coding skills to automate Holded and Systeme.io?
Frequently Asked Questions
Is the Holded and Systeme.io integration free?
Frequently Asked Questions
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