How do I set up the Close CRM and Holded integration?

Setting up is simple: Create a new scenario in Latenode, add Close CRM as your trigger, add Holded as your action, authenticate both apps, configure your workflow and deploy.

Is the Close CRM + Holded integration free?

Latenode offers a generous free tier that includes the Close CRM and Holded integration. You can start building workflows at no cost with no credit card required.

Close CRM and Holded integration

Automate Close CRM + Holded workflows

Connect Close CRM and Holded to automate sales and accounting workflows. Sync customer data, invoices, and transactions seamlessly between platforms, eliminating manual data entry and keeping financial records synchronized with your sales pipeline in real time.

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Capabilities

Triggers & Actions

Every event and operation available when connecting Close CRM and Holded — from both apps.

Trigger

Lead Status Changed (Instant)

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Trigger

New Lead (Instant)

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Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

Connect Close CRM

Authenticate Close CRM in Latenode's Credentials panel. You'll need access to your Close CRM account and permissions to create connections.

Connect Holded

Add Holded credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

Build and go live

Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.

Build your Close CRM + Holded automation

Choose a trigger and an action to build your workflow.

When this happens in Close CRM...

...do this in Holded

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between Close CRM and Holded. You can connect them in minutes using our visual workflow builder — no coding required.

Use cases

Explore each app

Start from either hub, then mix triggers and actions with the rest of your stack.

About Close CRM

Official website

Close CRM is a powerful sales communication platform designed to help teams manage leads and close deals more effectively. With features such as built-in calling, automated follow-ups, customizable workflows, and detailed reporting, Close CRM streamlines the sales process by consolidating all communication and data in one place. Its intuitive interface allows users to track interactions, prioritize tasks, and collaborate seamlessly, making it an essential tool for sales teams looking to enhance productivity and drive revenue growth.

CRM

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Popular Close CRM pairs

Close CRM + AI Models Close CRM + Avaza Close CRM + AI GPT Router Close CRM + Apollo Close CRM + Alegra Close CRM + 123FormBuilder Close CRM + Agile CRM Close CRM + Acuity Scheduling Close CRM + ActiveCampaign Close CRM + Bitrix24

About Holded

Official website

Holded is an all-in-one business management software designed to streamline operations for small and medium-sized enterprises. It offers integrated tools for invoicing, project management, inventory control, and CRM, allowing businesses to manage finances, customer relationships, and projects from a single platform. With its user-friendly interface and automation features, Holded enables teams to enhance productivity and make informed decisions efficiently.

ERP & Business Suite

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