Connect Holded and Teamgate
Integrate Holded with Teamgate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Holded when New Company Created in Teamgate
List Contacts from Holded when New Company Created in Teamgate
Update Contact in Holded when New Company Created in Teamgate
Create Product in Holded when New Company Created in Teamgate
List Products in Holded when New Company Created in Teamgate
Popular Holded + Teamgate flows
Start from a real workflow other teams are already running.
Choose a trigger
Holded
When this happens...
New Contact
Choose an action
Teamgate
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
Create Contact in Holded when New Company Created in Teamgate
Use this flowList Contacts from Holded when New Company Created in Teamgate
Use this flowUpdate Contact in Holded when New Company Created in Teamgate
Use this flowCreate Product in Holded when New Company Created in Teamgate
Use this flowList Products in Holded when New Company Created in Teamgate
Use this flowList Sales Channels from Holded when New Company Created in Teamgate
Use this flowCreate Payment in Holded when New Company Created in Teamgate
Use this flowList Payments in Holded when New Company Created in Teamgate
Use this flowGet Taxes from Holded when New Company Created in Teamgate
Use this flowCreate Purchase Order in Holded when New Company Created in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between Holded and Teamgate.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
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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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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Holded and Teamgate 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 Teamgate 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 Teamgate. No coding required.
Yes. You can set up a workflow where Holded triggers actions in Teamgate, and a separate workflow where Teamgate 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 Teamgate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Holded and Teamgate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
