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Integrate Holded with HubSpot to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Holded with HubSpot - no code necessary. See how you can get setup in minutes.

Select a trigger from Holded

A trigger is an event that starts your Zap and runs the workflow. For example, with Holded, a trigger could be "New Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from HubSpot

An action is what takes place after the automation is triggered. For example, with HubSpot, the action could be "Add Contact to List."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Holded to HubSpot

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Holded to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Frequently Asked Questions about Holded + HubSpot integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and HubSpot

You can integrate Holded with HubSpot by using our integration platform which supports various triggers and actions. This allows automatic workflows where, for instance, creating a new contact in HubSpot can trigger the creation of a customer profile in Holded.

Our platform allows several triggers for the integration between Holded and HubSpot, such as 'New Contact Created', 'Deal Updated', or 'Contact Property Change' in HubSpot that can initiate respective actions like creating an invoice or updating a client profile in Holded.

Yes, using our integration tools, you can set up actions that automatically update existing entries in Holded whenever there are specified changes to contacts or deals in HubSpot.

We recommend configuring bi-directional syncs so any updates made on one platform reflect on the other. Using action triggers like 'Customer Updated' ensures consistent data flow from HubSpot to Holded and vice versa.

Yes, we offer pre-built templates that cover common use cases between Holded and HubSpot integrations. These templates include typical workflows such as syncing contact updates and automating task assignments.

No coding skills are needed. Our intuitive interface allows you to set up integrations using simple drag-and-drop workflow builders. You only need to choose your desired triggers and actions between both platforms.

If you encounter any errors during the integration setup or execution, you should first check our comprehensive documentation for troubleshooting steps. Additionally, our support team is available to help resolve any persistent issues.

Connect Holded and HubSpot to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Holded and HubSpot to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Holded triggers, actions, and search
    New Contact

    Triggers when a new contact is created

    Trigger
    Scheduled
    Try It
  • Holded triggers, actions, and search
    New Sales Invoice

    Triggers when a new sales invoice is created

    Trigger
    Scheduled
    Try It
  • Holded triggers, actions, and search
    New Sales Order

    Triggers when a new sales order is created

    Trigger
    Scheduled
    Try It
    • Contact Name
      Required
    • Contact Code
    • Contact Relationship
    • Contact type
    • Contact Email
    • Phone Number
    • Mobile Phone
    • Website
    • Address
    • City
    • Postal Code
    • Province
    • Country
    • IBAN
    • Swift
    • Sepa Reference
    • Note
    • Currency
    • Language
    • Tags
    Action
    Write
  • Holded triggers, actions, and search
    New Deal

    Triggers when a new CRM Deal is created

    Trigger
    Scheduled
    Try It
  • Holded triggers, actions, and search
    New Purchase Invoice

    Triggers when a new Purchase invoice is created

    Trigger
    Scheduled
    Try It
  • Holded triggers, actions, and search
    New Sales Receipt

    Triggers when a new sales receipt has been created

    Trigger
    Scheduled
    Try It
    • Contact ID
    • Contact Code
    • Contact Name
    • Contact Email
    • Contact Address
    • Contact City
    • Contact Postal Code
    • Contact Province
    • Contact Country
    • Contact Country Code
    • Description
    • Notes
    • Date
      Required
    • Contact Name
      Required
    • Units
    • SKU
    • Subtotal
    • Discount (%)
    • Tax Rate (%)
    • Taxes
    • Document Number
    • Currency
    • Tags
    Action
    Write

Learn how to automate Holded on the Zapier blog

Learn how to automate HubSpot on the Zapier blog

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About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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    About HubSpot
    HubSpot is your all-in-one stop for all of your marketing software needs.
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