Holded + HubSpot

Create or update HubSpot contacts whenever new contacts are added in Holded

Ensure that your contacts information is always up-to-date across your platforms with this automation. When a new contact is added in Holded, it will instantly create or update the corresponding contact details in HubSpot. This streamlined workflow keeps your CRM organized and eliminates the need for manual data entry, giving you more time to focus on building robust client relationships.

Ensure that your contacts information is always up-to-date across your platforms with this automation. When a new contact is added in Holded, it will instantly create or update the corresponding contact details in HubSpot. This streamlined workflow keeps your CRM organized and eliminates the need for manual data entry, giving you more time to focus on building robust client relationships.

  1. When this happens...
    HoldedHolded
    New Contact

    Triggers when a new contact is created

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

    ActionWrite
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Supported triggers and actions

  • 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 NameRequired

    • 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

    • DateRequired

    • Name

    • Units

    • SKU

    • Subtotal

    • Discount (%)

    • Tax Rate (%)

    • Taxes

    • Document Number

    • Currency

    • Tags

    Action
    Write
holded logo
holded logo

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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