Agile CRM Holded Integration using AI Agents
Appy Pie Automate allows you to Integrate Agile CRM with Holded using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
About Holded
Holded is a cloud-based business management platform designed to streamline various aspects of operations, including customer relationship management (CRM), project management, invoicing, and financial tracking. It offers an integrated solution to help businesses improve efficiency and organization.
Holded IntegrationsEasily set up Agile CRM Holded Integration without coding. Start automating your workflows and Integrate Agile CRM with Holded today.
- Triggers
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Changed Deal MilestoneTriggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New ContactTriggers when a new contact is created.
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New Product
Triggers when a new support product is created.
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New Warehouse
Triggers when a new Warehouse is created.
- Actions
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
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Create Contact
Create a Contacts.
How Agile CRM and Holded Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Holded as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to Holded.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.