Connect Holded and Crisp
Integrate Holded with Crisp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Holded + Crisp flows
Start from a real workflow other teams are already running.
Choose a trigger
Holded
When this happens...
New Contact
Choose an action
Crisp
Automatically do this!
Send Note Message
Create Conversation
Change Conversation State
Search for a Profile
Add Segments to Conversation
Send Text Message
Search for Conversation
Send Note Message via Crisp when New Contact in Holded
Use this flowCreate Conversation in Crisp when New Contact in Holded
Use this flowChange Conversation State in Crisp when New Contact in Holded
Use this flowSearch for a Profile in Crisp when New Contact in Holded
Use this flowAdd Segments to Conversation in Crisp when New Contact in Holded
Use this flowSend Text Message through Crisp when New Contact in Holded
Use this flowSearch for Conversation in Crisp when New Contact in Holded
Use this flowSupported Triggers & Actions
Everything you can automate between Holded and Crisp.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Holded integrations.
Create Contact
Create a new contact.
List Contacts
Retrieve contacts from Holded, with optional filters for phone, mobile, email, custom ID, or code. Supports pagination (cursor and limit).
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
List Sales Channels
Get all your sales channels
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more
About Crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Holded and Crisp accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Holded and Crisp as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Crisp. No coding required.
Yes. You can set up a workflow where Holded triggers actions in Crisp, and a separate workflow where Crisp triggers actions in Holded. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Holded and Crisp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Holded and Crisp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
