Integrations / Sales & CRM
Manage Holded contacts and invoices from WhatsApp
Flann connects Holded to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Holded action. Owners rarely open Holded as often as they should. That is not a discipline problem. It is friction, and Flann removes it by letting you work your contacts and deals from the one app you never close.
10 actions in Holded. 4 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Holded
Type it or say it in a voice note. Flann works out which Holded action you mean.
“Find contacts in Holded.”
“Find invoices in Holded.”
“Create a contact in Holded.”
“Create an invoice in Holded.”
What Flann can work with in Holded
Holded gives Flann 10 actions across 2 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | createdeletesearchlook upupdate | 5 |
| Invoices | createdeletesearchlook upupdate | 5 |
Side by side, the two ways of working in Holded:
| Compare | Opening HoldedLog in, find it, do it | Holded through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about contacts | Filters and searches you run yourself | 4 look-ups, answered straight away |
| Making changes | Typed in by hand | 6 changes, made from a message |
| Getting connected | Nothing new to set up | Your Holded API key, once |
YesPartlyNo
Step by step: Holded jobs you can hand to Flann
What happens between your message and the result in Holded.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Holded with these details.”
- Flann runs
Find Contactsin Holded and shows you what it found. - Flann runs
Create Contactin Holded. - Flann creates it in Holded and confirms in the chat.
Fix an invoice without opening Holded
- You message Flann on WhatsApp: “Change the invoice in Holded: here is what is different.”
- Flann runs
Find Invoicesin Holded and shows you what it found. - Flann runs
Update Invoicein Holded. - Flann makes the change in Holded and confirms in the chat.
The Holded jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Deals with no next step
Today
Deals pile up in Holded with no next action, no date and no owner. The pipeline looks full while a good part of it is quietly dead.
With Flann
“Show me open deals in Holded with no next step or no activity this month.”
Going stage by stage through Holded, Flann lists the deals that have stalled, with the last contact date and who owns each one. Short and honest.
What you stop doing: Pipeline reviews no longer begin with clicking through every deal.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Holded, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in Holded and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Holded
- Open Connectors in Flann and choose Holded.
- Paste your Holded API key into the secure form Flann opens. You will find the key in your Holded account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Holded action and fills in the details.
Reading from Holded is instant. Holded stays connected until you remove it in Connectors.
Ways to use Holded with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Holded: last deal, last note, last time you spoke.
Follow up the leads you forgot
Ask Flann which leads in Holded have not heard from you in a week. It lists them and drafts the follow-up for each.
Move deals forward
Tell Flann a deal closed or stalled.
Everything Flann can do in Holded
All 10 Holded actions, as Flann sees them.
Looks up 4
- Find Contacts
- Find Invoices
- Get Contact
- Get Invoice
Changes 6
- Create Contact
- Create Invoice
- Delete Contact
- Delete Invoice
- Update Contact
- Update Invoice
More Sales & CRM apps Flann works with
HubSpotCommon questions
What can Flann do with contacts in Holded?
Flann can create, delete, search, look up and update contacts in Holded, using 5 actions (Create Contact, Delete Contact, Find Contacts, Get Contact and more). Looking up runs straight away and changes nothing. The other actions create or change contacts in Holded.
What can Flann do with invoices in Holded?
Flann can create, delete, search, look up and update invoices in Holded, using 5 actions (Create Invoice, Delete Invoice, Find Invoices, Get Invoice and more). Looking up runs straight away and changes nothing. The other actions create or change invoices in Holded.
How does Flann connect to Holded?
Open Connectors in Flann, choose Holded and paste your Holded API key into a secure form. You will find the key in your Holded account settings. Once it is connected, Flann can use 10 actions in Holded.
How do I ask Flann to do something in Holded?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Holded action that fits and asks if anything is missing.
Does connecting Holded cost extra?
No. Holded is included in every Flann plan, along with every other app Flann connects to.