Holded + WhatsApp to reply with full context

Check the customer profile, sales quotes, sales invoices and purchase invoices from Holded without leaving the chat. Forward any document via WhatsApp with a single click. AI qualifies leads 24/7.

Create free account Chat with us on WhatsApp →
Inbox · 12 unread
María García WA
How much is the team plan?
10:232
TS
Tech Solutions IG
We're very interested in your solution
9:471
RL
Retail López Email
Confirming the appointment for Tuesday at 11 AM
9:12
Carlos Fuentes WA
Thank you so much for the support 🙌
Yesterday
What you can do

Holded inside your WhatsApp

Holded customer card

View contact details, tax info, internal notes and synced activity from Holded next to every WhatsApp conversation.

Quotes and invoices instantly

Check the latest quotes, sales invoices and purchase invoices with status and due date before replying to the customer.

Forward documents via WhatsApp

Attach any quote or invoice from Holded to a WhatsApp message with one click. The customer gets it instantly, no intermediate downloads.

Teams aligned in real time

Sales, support and finance see the same Holded data. They confirm balances, manage collections and update the customer from the same thread.

AI agents

AI qualifies the lead and handles it on its own.

It replies 24/7. It asks what matters. It books the appointment or hands off to a sales rep when the customer is ready. You decide how far the AI goes.

  • Automatic qualification: need, budget, timeline and urgency.
  • Replies instantly — even after hours and on weekends.
  • Books the appointment or transfers to a human with full context.
WhatsApp · Sales AI
Lead Hi, I'm interested. Do you have availability this week?
ManyContacts AI Yes. What do you need, and by when?
Lead This week, if possible.
ManyContacts AI I'll book you in Thursday at 11. Shall I confirm?
Qualified lead · Appointment booked
How to connect

In 3 steps

1

Create your ManyContacts account

Sign up free and link your WhatsApp Business or WhatsApp API.

2

Connect your Holded account

From the integrations panel, authorize Holded with your API Key. We automatically link existing contacts.

3

Reply with Holded data

Each conversation shows the Holded card: quotes, invoices and status. Forward any document without leaving the chat.

Inbox · 12 unread
María García WA
How much is the team plan?
10:232
TS
Tech Solutions IG
We're very interested in your solution
9:471
RL
Retail López Email
Confirming the appointment for Tuesday at 11 AM
9:12
Carlos Fuentes WA
Thank you so much for the support 🙌
Yesterday
Why ManyContacts + Holded

Our team confirms balances, forwards quotes and warns about overdue invoices in the same WhatsApp chat. The Holded integration saves the team half an hour per person per day.

— Administration Lead
1 click to send an invoice via WhatsApp
0 jumps between Holded and the chat
100% documents accessible from the card
Pricing

Integration included in your plan

No additional cost

You need your ManyContacts plan (€49/month) and your active Holded account. The integration is included.

  • Full Holded customer card
  • Quotes and invoices in the conversation
  • Document forwarding in one click
  • No commitment, 7-day free trial
Create free account

Frequently asked questions

How is Holded connected to ManyContacts?
From the integrations panel you generate your API Key in Holded and paste it in ManyContacts. The connection is direct, no middlemen.
Does it sync new contacts automatically?
Yes. When you create a contact in Holded it appears in ManyContacts (and vice versa) linked by phone or email.
Can I create invoices from the chat?
The current integration lets you check and forward existing documents. To create new invoices, use Holded directly; they appear in the chat instantly.
Does the integration cost extra?
No. The Holded integration is included in the ManyContacts plan (€49/month). You only need your active Holded account.
Does the AI handle conversations on its own?
Yes. It qualifies the lead, replies 24/7 and can book the appointment. If a human is needed, it hands off with full context. You decide how far the AI goes.

Connect Holded and WhatsApp today

Create your account free, connect your Holded in minutes and reply to your customers with all the data on screen.

Create free account Chat on WhatsApp