Connect Holded and Parma to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Add Note to Contact
Create Relationship
Get Relationship Details
Delete Relationship
List Deals
List Groups
List Notes
List All Pipelines
List Relationships
List Relationship Groups
List Relationship Notes
List Stages
List All Users
Update Relationship
Update Note
Ready to use Holded and Parma automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
New Relationship
Runs when new relationship
New Note Added
Runs when new note is added
New Deal Created
Runs when new deal is created
Do thisActions
Action is the task that follows automatically within your Holded integrations.
Create Contact
Create a new contact.
List Contacts
Get all your contact by phone number.
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
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Frequently Asked Questions
To start, connect both your Holded and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in Parma (or vice versa).
Absolutely. You can customize how Holded data is recorded in Parma. This includes choosing which data fields go into which fields of Parma, setting up custom formats, and filtering out unwanted information.
The data sync between Holded and Parma typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Holded and Parma. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn MoreAbout Parma
Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn More
