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
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
- The flow triggers when a new contact is created in Holded.
- Zoho Flow sends an SMS message in CloudTalk.
Send a welcome email in CloudTalk when a new contact is created in Holded
Holded + CloudTalk
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
- The flow triggers when a new contact is created in Holded.
- Zoho Flow creates a new contact in CloudTalk.
Create a contact in CloudTalk each time a contact is created in Holded
Holded + CloudTalk
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
- The flow triggers when a new contact is created in Holded.
- Zoho Flow creates a new contact in CloudTalk.
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 900+ 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
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
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 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 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
Add activity
Adds an activity 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.
Similar apps
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.
Similar apps
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.
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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.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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