Integrate Holded with CloudTalk

Send information between Holded and CloudTalk automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send a welcome email in CloudTalk when a new contact is created in Holded

Send personalized welcome emails to every new contact in your business management software. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Holded.

How it works
  1. The flow triggers when a new contact is created in Holded.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send a welcome email in CloudTalk when a new contact is created in Holded

Holded + CloudTalk

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Create a contact in CloudTalk each time a contact is created in Holded

Keep your call center software's contact information updated for smooth and efficient customer interactions. This flow will create a contact in CloudTalk every time a contact is created in Holded.

How it works
  1. The flow triggers when a new contact is created in Holded.
  2. Zoho Flow creates a new contact in CloudTalk.
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Create a contact in CloudTalk each time a contact is created in Holded

Holded + CloudTalk

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Generate a new contact in CloudTalk each time a new contact is created in Holded

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in CloudTalk each time a new contact is created in Holded.

How it works
  1. The flow triggers when a new contact is created in Holded.
  2. Zoho Flow creates a new contact in CloudTalk.
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Generate a new contact in CloudTalk each time a new contact is created in Holded

Holded + CloudTalk

Build your own integrations between Holded and CloudTalk

Connect Holded and CloudTalk with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Holded and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Service created

Triggers when a new service is created

Contact group created

Triggers when a new contact group is created

Product created

Triggers when a new product 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

Project created

Triggers when a new project is created

Payment created

Triggers when a new payment is created

Task created

Triggers when a new task is created

Call created

Triggers when a new call of the selected type is created

Agent created

Triggers when a new agent is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create sales channel

Creates a new sales channel

Create contact group

Creates a new contact group

Create contact

Creates a new contact

Create warehouse

Creates a new warehouse

Create document

Creates a new document

Create product

Creates a new product

Create payment

Creates a new payment

Create project

Creates a new project

Create service

Creates a new service

Create task

Creates a new task

Create employee

Creates a new employee

Update sales channel

Updates the details of an existing sales channel

Update contact

Updates the details of an existing contact

Update employee

Updates the details of an existing employee

Update warehouse

Updates the details of an existing warehouse

Update service

Updates the details of an existing service

Update project

Updates the details of an existing project

Update document

Updates the details of an existing document

Update contact group

Updates the details of an existing contact group

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch product

Fetches the details of an existing product using ID

Fetch document

Fetches the details of an existing document using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch task

Fetches the details of an existing task using ID

Fetch project

Fetches the details of an existing project using ID

Fetch service

Fetches the details of an existing service using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch warehouse

Fetches the details of an existing warehouse using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Add activity

Adds an activity to an existing contact

Create contact

Creates a new contact

Create agent

Creates a new agent

Send SMS

Sends an SMS message

Add note

Adds a note to an existing contact

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

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.

CRM

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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

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Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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