Integrate Holded with Agile CRM
Send information between Holded and Agile CRM automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Agile CRM each time a new contact is created in Holded
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Agile CRM whenever a new contact is added in Holded.
How it works
- The flow triggers when a new contact is created in Holded.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact is in Agile CRM each time a new contact is created in Holded
Holded + Agile CRM
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Supported triggers and actions
Integrate Holded and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Sales channel created
Triggers when a new sales channel is created
Sales invoice created
Triggers when a new sales invoice is created
Warehouse created
Triggers when a new warehouse is created
Contact group created
Triggers when a new contact group is created
Product created
Triggers when a new product is created
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Service created
Triggers when a new service is created
Contact created
Triggers when a new contact is created
Payment created
Triggers when a new payment is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create product
Creates a new product
Create sales channel
Creates a new sales channel
Create contact group
Creates a new contact group
Create project
Creates a new project
Create service
Creates a new service
Create employee
Creates a new employee
Create payment
Creates a new payment
Create warehouse
Creates a new warehouse
Create document
Creates a new document
Create task
Creates a new task
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 contact group
Updates the details of an existing contact group
Update contact
Updates the details of an existing contact
Update document
Updates the details of an existing document
Update sales channel
Updates the details of an existing sales channel
Update project
Updates the details of an existing project
Fetch task
Fetches the details of an existing task using ID
Fetch product
Fetches the details of an existing product using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch service
Fetches the details of an existing service 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 sales channel
Fetches the details of an existing sales channel using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch project
Fetches the details of an existing project using ID
Fetch payment
Fetches the details of an existing payment using ID
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Company
Creates a new company
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
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.
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What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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CEO, OpIndia
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