Holded + WPForms

Create new Holded deals from new WPForms entries

Effortlessly manage your leads with this convenient workflow between WPForms and Holded. Whenever someone submits a new form entry on your website, this automation will create a deal in Holded, allowing you to easily track and manage potential business opportunities. Say goodbye to manual data entry and ensure all important information is captured in your CRM.

Effortlessly manage your leads with this convenient workflow between WPForms and Holded. Whenever someone submits a new form entry on your website, this automation will create a deal in Holded, allowing you to easily track and manage potential business opportunities. Say goodbye to manual data entry and ensure all important information is captured in your CRM.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    HoldedHolded
    Create Deal

    Creates a new CRM Deal

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
  • 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
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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
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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
wpforms logo
wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Related categories

  • Forms & Surveys
  • WordPress

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