Integrate Holded with Upsales
Send information between Holded and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Upsales whenever a new contact is added in Holded
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Upsales whenever a new contact is created in Holded.
How it works
- The flow triggers when a new contact is created in Holded.
- Zoho Flow creates a new contact in Upsales.
Add a new contact in Upsales whenever a new contact is added in Holded
Holded + Upsales
Build your own integrations between Holded and Upsales
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Supported triggers and actions
Integrate Holded and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Contact group created
Triggers when a new contact group is created
Service created
Triggers when a new service is created
Payment created
Triggers when a new payment is created
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Warehouse created
Triggers when a new warehouse is created
Employee created
Triggers when a new employee is created
Sales channel created
Triggers when a new sales channel is created
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Order created
Triggers when a new order is created
Opportunity created
Triggers when a new opportunity is created
Appointment created
Triggers when a new appointment is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create contact group
Creates a new contact group
Create sales channel
Creates a new sales channel
Create service
Creates a new service
Create warehouse
Creates a new warehouse
Create contact
Creates a new contact
Create task
Creates a new task
Create product
Creates a new product
Create project
Creates a new project
Create payment
Creates a new payment
Create employee
Creates a new employee
Create document
Creates a new document
Update project
Updates the details of an existing project
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update contact
Updates the details of an existing contact
Update sales channel
Updates the details of an existing sales channel
Update employee
Updates the details of an existing employee
Update contact group
Updates the details of an existing contact group
Update document
Updates the details of an existing document
Fetch employee
Fetches the details of an existing employee using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch project
Fetches the details of an existing project using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch document
Fetches the details of an existing document using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch task
Fetches the details of an existing task using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
Create contact
Creates a new contact
Create activity
Creates a new activity
Create order
Creates a new order
Create product
Creates a new product
Create company
Creates a new company
Create appointment
Creates a new appointment
What is Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
Similar apps
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
Similar apps
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
