Connect your Pipedrive CRM with Holded
Connect Pipedrive with Holded through Zapier to sync contacts, deals, and organizations between CRM and ERP in both directions.
What can you do with Pipedrive and Holded?
Pipedrive organizations into the Holded ERP
When a new organization is created in Pipedrive, Holded automatically generates a contact with the company's details. The billing team has the customer ready without duplicating work.
Pipedrive deals into Holded
New Pipedrive deals can be sent to Holded as CRM deals or as contacts, with the option to filter by specific criteria to send only the relevant ones.
Holded contacts into Pipedrive
Every new contact created in Holded can be turned into a person, a deal, or a lead in Pipedrive automatically. The sales team receives the ERP's new customers without manual intervention.
Pipeline connected to billing
The sales team manages opportunities in Pipedrive. When the sale closes, the customer's details are already in Holded to generate the invoice.
Up and running in 3 steps
Connect Zapier
Create a Zapier account and connect Pipedrive (API Token) and Holded (Developers API Key).
Choose the template
Use one of the 6 prebuilt templates or create a custom Zap.
Map and activate
Set up the fields. Activate the Zap and the sync works in both directions.
Frequently asked questions
There are 6 prebuilt templates: create contacts from Pipedrive organizations, add Pipedrive deals to Holded, create contacts from filtered deals, create persons in Pipedrive from Holded contacts, create deals in Pipedrive from Holded contacts, and create leads in Pipedrive from Holded contacts.
Pipedrive offers 8 triggers (4 instant): New Organization, New Note, Updated Deal, Updated Person (instant), and New Lead, New Project, Activity Matching Filter, Deal Matching Filter (polling). It offers 13+ actions including Create Person, Create Deal, Create Note, Update Deal, Find Activities, and Find Deals.
Yes. There is a specific template to send new Pipedrive deals to Holded ("Add new Pipedrive deals to Holded"), and another that filters deals by specific criteria before creating the contact in Holded. In the other direction, you can also create deals in Pipedrive from new Holded contacts.
It depends on your team's needs. Pipedrive focuses on the sales pipeline and is simpler to set up. HubSpot is more complete (CRM + marketing + service). Both connect with Holded via Zapier with templates available.
Partially. Pipedrive has 4 instant triggers (New Organization, New Note, Updated Deal, Updated Person) that send data to Holded in real time. The other 4 triggers are polling and Zapier checks every 1 to 15 minutes depending on the plan.
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