Integration with Google Drive
If you use Google Drive and Google Sheets on a daily basis, you can integrate these two Google Workspace apps with your Holded account in a few clicks.
On the one hand, the integration with Google Drive allows you to instantly transfer all sales documents (invoices, quotes and proformas) created in Holded to your Google Drive account. Documents can be sent individually or in bulk, which saves a lot of time and makes it much easier for you to store and organize your documents.
Learn here how to integrate Holded with Google Drive
Integration with Google Sheets
On the other hand, through integration with Google Sheets you can export the list or record of all documents and other items created in Holded from each of the main sections of the platform:
- Contacts: customers, suppliers and leads
- Sales: invoices, quotes and proformas
- Expenses: expenses and payroll
- Team: employees
- Products: products and services
- Projects: tasks and projects
- Banks: payments
- Accounting: chart of accounts, general ledger and assets
With Holded's information in Google Sheets format you can create more complete spreadsheets or organize them in the best way to help you have more control over the different aspects of your business.
Follow these steps to integrate your Holded account with Google Sheets
Integration with Dropbox
This integration gives you the ability to transfer your sales documents, such as invoices, quotes or proformas, to your Dropbox account.
As with Google Drive, the sending of documents can be both individually and multiple.
Learn here how to integrate Holded with Dropbox