Zoho CRM + Holded Integration

Integrate Holded to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts, generate sales invoices, update records, and trigger follow-ups automatically.

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1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • 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 + Zoho CRM Integration

Create contacts, generate sales invoices, update records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Zoho CRM + Holded Integration

Create Holded deal from new Zoho CRM contact

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

This Zoho CRM - 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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Activate
Zoho CRM + Holded Integration

Create Holded contact for new Zoho CRM module

Automatically creating Holded contact records for new Zoho CRM module 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
  • 1of3
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 + Zoho CRM flow

Capture leads, record financial transactions, notify your team, and send customer receipts. Pick a combination and activate it in one click.

Zoho CRM
Holded
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (3)
+
MailchimpMailchimp (3)
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SlackSlack (3)
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GmailGmail (3)
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TrelloTrello (3)
S
Z
H
Create a Zoho CRM contact for every new Stripe charge, and create a sales invoice in Holded.
New Stripe charges instantly generate a Zoho CRM contact and a Holded sales invoice without manual data entry.
S
Z
H
When a Stripe invoice payment fails, update the contact in Zoho CRM and create a purchase invoice in Holded.
Failed payments in Stripe update your Zoho CRM records and log purchase invoices in Holded instantly.
S
Z
H
Create a deal in Holded and update the lead in Zoho CRM whenever a new Stripe subscription starts.
New Stripe subscriptions automatically open deals in Holded and update lead records in Zoho CRM.
S
Z
H
When a Stripe customer is updated, search contact by email in Holded and update contact in Holded.
Stripe customer changes automatically update matching contact records across Zoho CRM and Holded.

Supported triggers and actions for Zoho CRM and Holded

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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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 + Zoho CRM?

Streamline your administrative and sales workflows by connecting customer creation, invoicing, and deal management.

What you can automate?
🔄
Sync new invoices and contacts automatically
Instantly create Zoho CRM contacts whenever a new invoice is generated in Holded. Eliminate manual copy-pasting between your billing software and CRM.
📋
Capture every submitted field and detail
Map complete customer profiles, billing addresses, and custom attributes from Zoho CRM straight into Holded. Ensure no critical client data gets left behind.
🔔
Tell the right team member instantly
Notify your finance or sales channel in Slack the moment a new invoice or contact is created. Keep everyone aligned on incoming revenue and new clients.
🔀
Route records based on submitted criteria
Trigger different follow-up actions in Zoho CRM or Holded depending on the tier, value, or category of the incoming customer record.
🔄
Keep destination records up to date
Automatically update contact details in Holded whenever corresponding lead or contact records change in Zoho CRM. Maintain pristine data hygiene.
🔍
Search and update instead of creating duplicates
Search existing contacts by email or phone in Holded before creating new entries. Prevent cluttered databases and duplicate customer profiles.
💳
Handle later payment and invoice status changes
Mark invoices as paid or update deal stages in Holded and Zoho CRM as financial transactions complete. Keep your pipeline status accurate.
📊
Extend your workflow to Google Sheets
Log every Holded invoice and Zoho CRM contact into a master Google Sheets tracking document automatically. Build custom reporting without manual exports.
And much more...

Who is Holded + Zoho CRM integration for?

Finance managers, sales teams, and operations directors eliminate manual data transfer between billing records and customer databases.

Finance Managers
Finance Managers
Sales Directors
Sales Directors
Account Executives
Account Executives
Operations Teams
Operations Teams
Customer Success Leads
Customer Success Leads
Business Owners
Business Owners
📈
Finance Managers
You're managing revenue and billing records in Holded while sales tracks client pipelines in Zoho CRM, but manual invoice logging leaves your monthly reports constantly out of sync — automating both apps means every new invoice updates your CRM records instantly and your financial metrics stay accurate.
⚡
Sales Directors
You need to act fast on new prospect inquiries and convert leads before momentum dies, but waiting for administrative teams to manually create billing profiles delays your outreach — with this integration, every new contact flows into your billing software the moment they enter the CRM.
🤝
Account Executives
You answer to clients who expect immediate onboarding confirmation and accurate account histories across all platforms, but fragmented data entry causes frustrating delays — automating both apps means your customer records and invoices match perfectly across systems.
📊
Operations Teams
The volume of daily invoices and customer sign-ups is too high for anyone to keep up by hand without making costly transcription errors — with this integration, every contact and order syncs automatically without human intervention.
🔄
Customer Success Leads
You own the onboarding stage and depend on sales and billing teams to hand over accurate account details before you can begin client setup — automating both apps means client handover happens seamlessly the second an invoice is generated.
🗂️
Business Owners
You need a reliable history of customer interactions and financial transactions, but manual data transfers keep leaving gaps in your audit trails — with this integration, every transaction and contact history stays complete and verifiable.
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Why choose Integrately to automate Zoho CRM + Holded

Build and manage your Zoho CRM + 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 Zoho CRM + 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 Zoho CRM?
Frequently Asked Questions
You can connect Holded to Zoho CRM in 1 click using ready templates on Integrately or by asking Integrately AI to build your custom flow with apps like Slack, Gmail, and Google Sheets.
Can I automatically create Zoho CRM contacts when an invoice is created in Holded?
Frequently Asked Questions
Can I connect Holded, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Zoho CRM?
Frequently Asked Questions
How does Holded handle contact synchronization with Zoho CRM?
Frequently Asked Questions
Can Zoho CRM trigger sales invoices in Holded?
Frequently Asked Questions
Do I need coding skills to automate Holded and Zoho CRM?
Frequently Asked Questions
Is the Holded and Zoho CRM integration free?
Frequently Asked Questions
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