Latenode

Holded and Salesforce integration

Automate Holded + Salesforce workflows

Connect Holded and Salesforce to automate your accounting and sales workflows. Sync invoices, customers, and orders bidirectionally, eliminate manual data entry, and keep financial records updated in real time across both platforms.

Free plan availableNo credit cardDeploy in 5 min

Capabilities

Triggers & Actions

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

Setup

Connect both apps in 3 steps

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

01

Connect Holded

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

02

Connect Salesforce

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

03

Build and go live

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

Build your Holded + Salesforce automation

Choose a trigger and an action to build your workflow.

When this happens in Salesforce...

...do this in Holded

Or

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 Holded and Salesforce. 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 Holded

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.

Learn more

About Salesforce

Salesforce is a leading customer relationship management (CRM) platform designed to help businesses of all sizes manage their sales, marketing, and customer service processes. With features like automated workflows, powerful analytics, and a customizable interface, Salesforce enables teams to connect with customers more effectively, streamline operations, and drive growth. Its extensive ecosystem of app integrations and tools facilitates enhanced collaboration and data-driven decision-making, making it an essential solution for organizations looking to optimize their customer engagement.

Learn more

Start automating Holded + Salesforce today

Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.

Free plan · No credit card · 5-minute setup