integraid

Connect and automate Holded

Your no-code integration tool to merge Holded with Salesforce.

With integraid powered by the Maesn Unified API, you can hook Holded into Salesforce without CSVs or clunky middleware. Whenever new companies, contacts, invoices, products, or projects are created or updated in Holded, they are automatically synced to your CRM—keeping data consistent and up to date.

  • Lightning-fast setup using Holded’s REST API via Maesn

  • Auto-import of Accounts, Contacts, Invoices, Products & Projects

  • Centralizes financial, CRM, and project data in Salesforce

  • Choose between one-way or bidirectional sync flows

  • Secure API-key authentication—no custom endpoint management

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Holded

Kategorien:

Accounting & ERP

Holded is a cloud-based business management platform for SMEs and freelancers that brings together invoicing, accounting, inventory, CRM, projects, HR, and more in one place. It helps businesses automate everyday administrative work, reduce errors, and keep finances, operations, and customer data aligned in a single system. From e-invoicing and bank reconciliation to inventory tracking, project profitability, and HR tools, Holded acts as an all-in-one ERP-style solution that centralizes core processes and provides real-time insights into how the business is performing. And with integraid, you can connect Holded with Salesforce — without writing any code.

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Use Cases:

  • Sync Contacts, Customers & Products Between Holded and Salesforce

    When new customers, suppliers, or products are created or updated in Holded, integraid can automatically reflect those changes in Salesforce Accounts, Contacts, and product records — keeping sales and finance data in sync.

  • Create Holded Invoices from Salesforce Opportunities

    Once an Opportunity is closed in Salesforce, integraid can generate a corresponding invoice in Holded with line items, taxes, and customer details already filled in. This removes manual billing steps and speeds up revenue recognition.

  • Automate Workflows Across CRM, Accounting & Operations

    Use integraid to trigger Holded actions from Salesforce events — like creating projects from large deals, updating inventory after sales, or notifying account owners when a key customer invoice is overdue — so your commercial and operational processes stay tightly connected.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.