Integrate Holded with Pipedrive to automate your work
How Zapier works
Zapier makes it easy to integrate Holded with Pipedrive - no code necessary. See how you can get setup in minutes.
Select a trigger from Holded
Setup an action from Pipedrive
That’s it! You just connected Holded to Pipedrive
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Frequently Asked Questions about Holded + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Holded and Pipedrive
What is required to set up an integration between Holded and Pipedrive?
To set up the integration between Holded and Pipedrive, you will need access to both accounts and an active Zapier account. You can then create Zaps that define the workflow between these platforms. Each Zap consists of a trigger in Holded, like 'New Invoice' or 'Updated Contact', and an action in Pipedrive, such as 'Create Person' or 'Update Deal'.
How can I automatically update my Pipedrive contacts using Holded data?
You can automatically update Pipedrive contacts by setting up a Zap where the trigger is 'New or Updated Contact' in Holded. This will automate the process of checking for changes in your customer database in Holded and applying those updates to your contacts stored in Pipedrive.
What triggers are available for integrating with Holded?
The available triggers for integrating with Holded include actions such as 'New Invoice', 'New Contact', and 'Invoice Paid'. These triggers activate workflows when a specified event occurs within your Holded account.
Can I sync invoice details from Holded to deals in Pipedrive?
Yes, you can sync invoice details by setting up a Zap where the trigger is 'New Invoice' in Holded and the action is 'Create/Update Deal' in Pipedrive. This allows you to automatically create or update deals based on new invoices generated in Holded.
How do errors get handled during data synchronization between these two platforms?
Errors during data synchronization are usually logged within our system. You can monitor these logs through the Zap history where detailed information about each task's execution is provided. We also offer alerts for critical errors that might require user intervention.
Is it possible to integrate specific fields from Holded into custom fields on Pipedrive records?
Yes, during setup you have the ability to map specific fields from your data in Holded into custom fields on Pipedrive records. This customization allows for tailored integrations that meet your business needs accurately.
What actions can be performed on Pipedrive when a trigger happens in Holded?
When a trigger occurs in Holded, various actions can be performed on Pipedrive such as creating leads, updating deals, adding notes, or scheduling activities. These actions help keep your workflow efficient by reducing manual entry and ensuring data consistency across platforms.
Connect Holded and Pipedrive 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
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Provide world-class support with a little help from automation
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Connect Holded and Pipedrive 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.
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.
- New Contact
Triggers when a new contact is created
Try It - New Sales Invoice
Triggers when a new sales invoice is created
Try It - New Sales Order
Triggers when a new sales order is created
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
- New Deal
Triggers when a new CRM Deal is created
Try It - New Purchase Invoice
Triggers when a new Purchase invoice is created
Try It - New Sales Receipt
Triggers when a new sales receipt has been created
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
- Contact NameRequired
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
