From Google Forms to records in Holded

The main templates are: create contacts from form responses, create contacts from responses in a linked spreadsheet, create employees, create sales opportunities (deals), and create purchase invoices. There is also a reverse template that creates custom actions in Google Forms when a new contact is created in Holded.

Yes. The Google Forms "New Form Response" trigger in Zapier is instant. The contact is created in Holded the moment the response is submitted.

Yes. When setting up the Zap, you select the Google account and the specific form you want to link. You can create different Zaps for different forms, each with its own field setup and action in Holded.

In the Zap setup, you manually map each form field to the corresponding field in Holded. The standard contact fields are: name, email, phone, address, and company. Custom Holded fields are not transferred through Zapier.

A single-step Zap works with the free Zapier plan, which allows up to 100 tasks per month. Zaps with filters or several chained actions require a paid Zapier plan.

Zapier runs the action every time it receives a response. If the contact does not match an existing contact code in Holded, a new contact will be created. To avoid duplicates, you can use a multi-step Zap that first searches for the contact ("Find Contact") before creating it.

Yes. The available Holded actions in Zapier include creating documents (sales invoice, purchase invoice, estimate, sales order, sales ticket). You can set up a Zap that takes the form data and generates the corresponding document in Holded.

Zapier offers a template that creates custom actions in Google Forms when a new contact is created in Holded. This enables bidirectional flows between both platforms, although the main use case is from Google Forms to Holded.