Connect your HubSpot CRM with Holded

The main templates are: add HubSpot contacts to Holded, create/update contacts bidirectionally, create contacts from HubSpot companies, create contacts from HubSpot forms, send Holded contacts to HubSpot, create deals in HubSpot from Holded receipts, and create opportunities in Holded from HubSpot companies.

Yes. Zapier offers templates in both directions. You can send contacts from HubSpot to Holded and from Holded to HubSpot. You can also create deals in HubSpot from Holded documents and opportunities in Holded from HubSpot data.

HubSpot's main triggers are: New Company, Contact Recently Created or Updated, Product Recently Created or Updated, New Email Event, New Engagement, CRM Object Recently Created, and New Form Submission. They all work by polling (Zapier checks every 15 minutes on the free plan).

A single-step Zap works with Zapier's free plan (100 tasks/month). Multi-step Zaps (for example, looking up a contact before creating it to avoid duplicates) require a paid plan.

The HubSpot API is available on all plans, including the free one. The connection with Holded via Zapier works with any HubSpot plan.

Zapier lets you create documents in Holded (sales invoices, estimates, orders) as an action. You can set up a multi-step Zap with a HubSpot trigger (for example, deal stage changed) and the "Create Document" action in Holded. This requires a paid Zapier plan.

If the contact does not match an existing code in Holded, Zapier creates a new one. The "Create or update Holded contacts" template handles updates. For custom Zaps, combine "Find Contact" with "Create Contact" in a multi-step Zap.

Standard fields (name, email, company, phone, address) map directly. Holded's custom fields do not transfer through Zapier. HubSpot's custom fields can be mapped manually in the Zap settings to Holded's standard fields.