Holded and HubSpot, finally in sync

Your sales team sells in HubSpot and your finance team invoices in Holded. Holded by Vexco keeps both up to date, both ways, with no duplicates and no spreadsheets.

Install in HubSpot Setup guide

Free 14-day trial with everything on. No card needed.

The «Holded» tab on a deal: invoiced, paid, pending and documents with PDF.

What it does

Companies and contacts both ways, matched by tax ID and email, with no duplicates. When in doubt, it asks you in a review inbox.
From won deal to invoice: creates the estimate, order or invoice in Holded with the right line items, taxes and numbering series, and issues it when you say so.
Invoices and payments in HubSpot: every Holded invoice shows up in HubSpot linked to its company and deal, with payment status, outstanding balance and PDF.
Cards on every record with the Holded balance, overdue amounts and latest documents, plus quick actions.
Your own mappings and conditions: which fields go which way, when and under what rules, with no code.
Workflow actions to create, issue and send documents, record payments and create projects from your automations.

Modules

Core — Two-way contacts and companies, duplicate-free matching, dashboard and activity log.
Catalog and inventory — Products, services, variants, bundles and stock per warehouse.
Sales — Estimates, proformas, sales orders and waybills from deals, with status sync back.
Invoicing and payments — Invoices, credit notes and receipts in HubSpot; two-way payments; balance and overdue per company.
Holded CRM — Leads, funnels and stages ↔ deals; notes, tasks, events and bookings.
Projects and time — Projects from won deals; hours, cost and margin in HubSpot.
Purchasing and suppliers — Suppliers, purchase orders and purchases in HubSpot.
Advanced automation — Workflow actions, advanced conditions, formulas and bulk actions.

See pricing

Secure and in Europe

Data is processed on servers in the European Union. Your Holded API key is stored encrypted (AES-256-GCM) and never leaves our server. Installation uses HubSpot OAuth: you approve the permissions.