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.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Deal
Creates a new CRM Deal
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FormRequired
Try ItNew Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
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Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try It