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Nappai Documentation

Holded CRM Component

Holded CRM Component connects your flow to the CRM of your Holded account. With a single component you can work with four kinds of data: sales funnels, the leads that move through them, events, and appointment bookings.

It is useful when sales contacts come in through other channels, such as a web form, a chat or an AI agent, and you want them in your CRM without typing them by hand.

When to use it

  • Every quote request from your website should become a lead in a sales funnel.
  • You want a regular report with your sales team’s open leads.
  • An AI agent serves your customers and must check free slots and book appointments.
  • A customer cancels by email and you want their booking cancelled automatically.

Configuration

You need a Holded Task API credential with your Holded account’s API key. See Credentials.

FieldWhat it does
Credential (required)The Holded Task API credential used to access your account.
ResourceThe kind of data you work with: Funnels, Leads, Events or Bookings. Default: Funnels.
OperationWhat you do with that data. The list changes with the chosen Resource. See Resources and operations.

When you choose the resource and the operation, the component shows only the fields that operation needs. All of them are required.

Resources and operations

Funnels (sales funnels)

OperationWhat it doesFields
ListReturns all funnels.
CreateCreates a funnel.Funnel Name
GetReturns one funnel.Funnel ID
UpdateRenames a funnel.Funnel ID, Funnel Name
DeleteDeletes a funnel.Funnel ID

Leads

OperationWhat it doesFields
ListReturns all leads.
CreateCreates a lead for a contact in a funnel.Contact Id, Funnel Id, Lead Name
GetReturns one lead.Lead ID
UpdateRenames a lead.Lead ID, Lead Name
DeleteDeletes a lead.Lead ID

Events

OperationWhat it doesFields
ListReturns all events.
CreateCreates an event.Event Name
GetReturns one event.Event ID
UpdateRenames an event.Event ID, Event Name
DeleteDeletes an event.Event ID

Bookings

OperationWhat it doesFields
List LocationsReturns the places where bookings can be made.
Get available slots for locationReturns the free slots of a place and a service on the day of the given date.Location Id, Service Id, Booking Date
List BookingsReturns all bookings.
Create BookingBooks a service at a place on the given date and time.Location Id, Service Id, Booking Date, Booking Fields (JSON)
Get BookingReturns one booking.Booking ID
Update BookingChanges a booking’s place, service or date.Booking ID, Location Id, Service Id, Booking Date, Booking Fields (JSON)
Cancel BookingCancels a booking.Booking ID

Booking Fields (JSON) carries the details of the person booking that the service’s booking form asks for, for example {"name": "Ana", "email": "ana@example.com"}.

Output

The Response output returns Holded’s answer as text: the details of the item you worked with, the list of items for the operations that list, or a confirmation for those that delete or cancel.

You can connect the result to an agent so it can interpret it, or to a component that extracts the details you need. The component can also be connected to an Agent as a tool, so the agent decides when to create leads or book appointments. See Tool Mode.

Example

An academy wants every information request from its website to go into the CRM.

  1. The form reaches the flow with the contact already created in Holded and the course they are interested in.
  2. Add Holded CRM Component with the Leads resource and the Create operation.
  3. In Contact Id enter the contact’s ID, in Funnel Id the ID of the “Enrolments” funnel and in Lead Name the course name.
  4. Connect Response to an email component that notifies the sales team.

Good practices

  • The IDs of funnels, contacts, places and services are found with the listing operations (List, List Locations). Keep them so you don’t have to look them up on every run.
  • To create a lead, the contact must already exist in Holded. You can create it with Holded Invoice Component, Contacts resource.