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

Product created

Triggers when a new product 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

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

Project created

Triggers when a new project is created

Sales channel created

Triggers when a new sales channel is created

Employee created

Triggers when a new employee is created

Warehouse created

Triggers when a new warehouse 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 task

Creates a new task

Create product

Creates a new product

Create payment

Creates a new payment

Create employee

Creates a new employee

Create document

Creates a new document

Create warehouse

Creates a new warehouse

Create contact group

Creates a new contact group

Create sales channel

Creates a new sales channel

Create service

Creates a new service

Create project

Creates a new project

Update contact group

Updates the details of an existing contact group

Update document

Updates the details of an existing 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

Fetch contact

Fetches the details of an existing contact using ID

Fetch service

Fetches the details of an existing service using ID

Fetch product

Fetches the details of an existing product using ID

Fetch contact group

Fetches the details of an existing contact group 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 task

Fetches the details of an existing task 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 employee

Fetches the details of an existing employee 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.

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Harnoor Abroll

Technical and Operations Head, TruAct

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

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