Business Management Integration

Turn Every Call Into A Holded Contact And Lead

Marlie AI answers your calls, qualifies the inquiry, and pushes Contacts and Leads into Holded — keeping your ERP, CRM, and accounting in sync with real customer activity.

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All-in-one business management deserves all-in-one phone coverage

Holded brings ERP, CRM, accounting, and billing into a single platform — popular across Spain and the EU for SMBs that want one source of truth. The catch is that customers, suppliers, and prospects still call. Without coverage those interactions never reach Holded, and your single source of truth becomes a partial one.

Marlie AI sits at the front of Holded as a fully bilingual phone receptionist. Every call is answered, qualified, and pushed into Holded as a Contact and Lead with the right tags, project assignment, and notes. Your team opens Holded to a CRM that reflects real-world inbound activity, not just data entered by hand.

What You Get with Marlie + Holded

Everything you need to connect your phone calls with Holded — fully automated, zero manual work.

Auto-Create Contacts & Leads

Every inbound caller becomes a Holded Contact and Lead with name, phone, email, and qualifying data captured on the call.

Multilingual Coverage

Marlie answers in Spanish, Catalan, English, and dozens of other languages so EU and international callers get a native experience.

Project & Pipeline Routing

Different call types route to different Holded projects or CRM pipelines based on call intent or campaign source.

Call Notes On The Contact

Every call is logged on the Holded Contact with summary, transcript, and a link to the recording for full context.

Custom Field Mapping

Map qualifying answers — service, budget, region, urgency — to Holded custom fields for clean segmentation and reporting.

Smart Deduplication

Returning callers update existing Holded Contacts instead of creating duplicates, preserving sales and billing history.

How It Works

Get up and running with Holded in minutes — no coding required.

Connect Holded

Authenticate Holded from the Marlie dashboard with your API key. Works across Holded's Basic, Standard, and Advanced plans.

Map Pipelines & Fields

Pick which CRM pipeline new Leads land in, configure project routing, and map custom fields to call data.

Marlie Answers Multilingual Calls

Inbound calls are answered 24/7 in the caller's language. Marlie qualifies the inquiry and detects intent.

Holded Stays Current

New Contacts, Leads, and call notes appear in Holded in real time — your CRM and ERP reflect actual phone activity.

Built for Real Scenarios

See how businesses use Marlie + Holded to capture more leads and streamline operations.

Spanish & EU SMBs

Scenario

A Spain-based SMB uses Holded for CRM, invoicing, and accounting and serves customers across Spain, Portugal, and France.

Outcome

Marlie answers calls in Spanish, Catalan, Portuguese, or French; qualifies the inquiry; and creates a Holded Contact with the right region tag.

Service-Based Companies

Scenario

A services business uses Holded projects to manage client work and gets new client inquiries by phone.

Outcome

Marlie qualifies the service type, captures budget and timeline, and creates a Holded Lead linked to the right pipeline and assigned user.

After-Hours Inbound

Scenario

A small team can't staff the phone during siesta hours, evenings, or weekends but still gets inbound prospects.

Outcome

Marlie covers every shift, qualifies the lead, and Holded picks up Monday morning with a clean list of new opportunities.

Frequently Asked Questions

Common questions about the Marlie AI + Holded integration.

Which Holded plans are supported?

Holded plans that include API access and CRM features are supported. Marlie connects via the public Holded API.

Does Marlie support Spanish and Catalan?

Yes. Marlie speaks Spanish, Catalan, English, and dozens of other languages natively, so EU and international callers always get a fluent experience.

Can Marlie create both Contacts and Leads in Holded?

Yes. You can configure whether Marlie creates only a Contact, only a CRM Lead, or both — and which pipeline and stage the Lead lands in.

Will Marlie create duplicate Contacts in Holded?

No. Marlie matches callers to existing Holded Contacts by phone and email and updates the existing record instead of creating a new one.

Can call data flow into invoicing or accounting workflows?

Indirectly. Marlie keeps the Contact and Lead records in Holded current; downstream invoicing and accounting workflows fire from there as they normally would.

Are call recordings stored in Holded?

Transcripts and summaries are written to the Holded Contact note. Full recordings stay in Marlie and are linked from the note.

Other Integrations

Marlie AI connects with more than just Holded. Explore our other integrations.

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Google Calendar

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Calendly

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Slack

Notifications

Microsoft Teams

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Discord

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Square

Axonaut

Business Management

Bark

Curb Hero

Real Estate CRM

Daylite

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DisputeFox

Credit Repair CRM

Dotloop

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DripJobs

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EZLynx

Insurance CRM

FieldPulse

JobNimbus

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Education CRM

Kommo

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Keller Williams Command

Real Estate CRM

Lasso CRM

Homebuilder CRM

Lawmatics

Legal CRM

LeadSimple

Lead Generation

LeadSquared

CRM

Leap CRM

Field Service CRM

Less Annoying CRM

CRM

Levitate

Customer Communications

Little Green Light

Community & Nonprofit CRM

Lofty

Real Estate CRM

Luxury Presence

Real Estate CRM

MaidCentral

Field Service CRM

Markate

Field Service CRM

MarketSharp

Field Service CRM

Meet Alfred

Customer Communications

Method CRM

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Microsoft Dynamics 365

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mloflo

Mortgage CRM

MOCO

Business Management

Mojo

Customer Communications

Moxie

Customer Communications

My Music Staff

Creative Business CRM

myRealPage

Real Estate CRM

NationBuilder

Community & Nonprofit CRM

NeonCRM

Community & Nonprofit CRM

NetHunt CRM

CRM

NetSuite

Business Management

noCRM.io

CRM

Nutshell

CRM

Odoo CRM

Business Management

Odoo ERP Self Hosted

Business Management

OfficeRnD

Coworking CRM

OnePageCRM

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OrbisX

Field Service CRM

Outseta

Community & Nonprofit CRM

Pipeline CRM

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PracticePanther

Legal CRM

PropertyRadar

Lead Generation

PushPress

Fitness & Studio CRM

Ramsey Pro Portal

Real Estate CRM

Real Geeks

Real Estate CRM

RealScout

Real Estate CRM

Recruit CRM

Recruitment CRM

Redtail CRM

Wealth Management CRM

RepairShopr

Field Service CRM

REsimpli

Lead Generation

respond.io

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Rex

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Salesmate

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ServiceM8

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Sierra Interactive

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Spark Membership

Fitness & Studio CRM

Streak

Ready to connect Marlie AI with Holded?

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What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”
Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Restaurant Powered by Shopify

Easy onboarding

Get set up in minutes

Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.

Create an AI Receptionist Contact us.

Turn Every Call Into A Holded Contact And Lead

All-in-one business management deserves all-in-one phone coverage

What You Get with Marlie + Holded

Auto-Create Contacts & Leads

Multilingual Coverage

Project & Pipeline Routing

Call Notes On The Contact

Custom Field Mapping

Smart Deduplication

How It Works

Connect Holded

Map Pipelines & Fields

Marlie Answers Multilingual Calls

Holded Stays Current

Built for Real Scenarios

Spanish & EU SMBs

Service-Based Companies

After-Hours Inbound

Frequently Asked Questions

Which Holded plans are supported?

Does Marlie support Spanish and Catalan?

Can Marlie create both Contacts and Leads in Holded?

Will Marlie create duplicate Contacts in Holded?

Can call data flow into invoicing or accounting workflows?

Are call recordings stored in Holded?

Other Integrations

HubSpot

Housecall Pro

Jobber

Google Voice

OpenPhone

Gmail

Outlook

Google Calendar

Calendly

Slack

Microsoft Teams

Discord

Telegram

WhatsApp

ServiceTitan

Google Sheets

Microsoft Excel

Shopmonkey

Buildium

Shopify

Zapier

Stripe

Square

Square Appointments

Salesforce

Pipedrive

Zoho CRM

Follow Up Boss

Close

Dubsado

Circle

HoneyBook

Keap

kvCore

17hats

AccuLynx

Act!

Actionstep

Affinity

AFrame

AgencyZoom

AgentLocator

Agile CRM

Arbox

Assembly

Attio

Autotask

Axonaut

Bark

Beacon

Bigin by Zoho CRM

Bitrix24

BONZO

BoomTown