Integrate Zoho CRM with Holded
Send information between Zoho CRM and Holded automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho CRM and Holded using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
Contact created
Triggers when a new contact is created
Payment created
Triggers when a new payment is created
Project created
Triggers when a new project is created
Sales channel created
Triggers when a new sales channel is created
Sales invoice created
Triggers when a new sales invoice is created
Warehouse created
Triggers when a new warehouse is created
Contact group created
Triggers when a new contact group is created
Product created
Triggers when a new product is created
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Service created
Triggers when a new service is created
All Actions - Actions are the automated tasks
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create employee
Creates a new employee
Create payment
Creates a new payment
Create warehouse
Creates a new warehouse
Create document
Creates a new document
Create task
Creates a new task
Create contact
Creates a new contact
Create product
Creates a new product
Create sales channel
Creates a new sales channel
Create contact group
Creates a new contact group
Create project
Creates a new project
Create service
Creates a new service
Update sales channel
Updates the details of an existing sales channel
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update contact group
Updates the details of an existing contact group
Update contact
Updates the details of an existing contact
Update document
Updates the details of an existing document
Fetch task
Fetches the details of an existing task using ID
Fetch product
Fetches the details of an existing product using ID
Fetch service
Fetches the details of an existing service using ID
Fetch document
Fetches the details of an existing document using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch project
Fetches the details of an existing project using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch employee
Fetches the details of an existing employee using ID
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
