Connect Holded to WhatsApp, Instagram, TikTok and AI Chat
Leads and clients message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your contacts, opportunities and invoices live in Holded. AeroChat answers those conversations and works with Holded as it goes: it creates the contact and the opportunity, adds the note, and answers invoice questions from the invoice itself. It connects through Holded’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Holded and AeroChat
- Send chat leads to your Holded CRM. When someone leaves their details in chat, AeroChat creates or updates the contact, opens an opportunity in your sales funnel and adds a note of the conversation.
- Answer invoice questions. AeroChat finds the client’s invoice in Holded, tells them whether it is paid and what is due, and can have Holded email the invoice to them again.
- Check products and stock. AeroChat reads your products in Holded to answer price and availability questions in chat.
- Take bookings. AeroChat checks your Holded bookings and creates a booking at a time the client picks.
- Recognise returning clients. AeroChat looks up the contact by email or phone and uses what Holded already knows about them.
Works on every chat channel
Your leads and clients message you wherever they already are. The same Holded connection and the same workflows run on every channel AeroChat supports, and Holded stays the record whichever one they use.
| Channel | What your leads and clients can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, leave their details for a quote or ask about an invoice. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Holded’s public API. It reads and writes contacts, CRM opportunities and their notes, and bookings, and reads products and invoices. It can also ask Holded to email an invoice to the client. Each workflow uses only what its recipe asks for.
To connect, open Settings in Holded, go to Developers, then Credentials, and add an API token for AeroChat. Give it access to the modules the workflow needs (for example, Contacts, CRM and Sales). The steps are in Holded’s developer documentation. API access is on Holded’s paid plans. Copy the token when it is shown and paste it into the AeroChat dashboard when AeroChat asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Holded calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone gives their name and email or phone number in chat, search Holded for a contact with that name or email. If there is one, update it. If not, create a contact with their name, email, phone and the channel they used. Create an opportunity for the contact in our Sales funnel at the first stage (example), titled with the service they asked about, and add a note with a short summary of the conversation.
Copy this into AeroChat
When a client asks about an invoice, ask for the invoice number. Find the invoice in Holded and check that it belongs to the contact we are talking to. Tell them the amount, the due date and whether it is paid. If they cannot find it, ask Holded to email the invoice to the address on their contact. If they dispute an amount, hand the conversation to our accounts team (example).
Who uses it
Any business that runs its invoicing and sales in Holded can use it, such as B2B suppliers, agencies, studios and service firms. These industry recipes work the same way with Holded as the record:
What stays in Holded
Holded stays your record. Contacts, funnels, products, invoices, accounting and bookings live there, and your team still issues the invoices, keeps the books and closes the sales.
AeroChat handles the conversation. It creates and updates the records your recipe asks for and leaves the rest to Holded and your team. See more CRM workflows on WhatsApp.
Questions
Does AeroChat work with Holded?
Yes. AeroChat connects through Holded’s public API with an API token you create in Holded’s Developers settings.
Can WhatsApp leads go straight into the Holded CRM?
Yes. When a lead gives their details in chat, AeroChat creates or updates the contact, opens an opportunity in your funnel and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, create an API token in Holded and paste it in, and switch it on. AeroChat builds the Holded connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Holded and try it
Paste the first recipe, add your Holded API token, and send yourself a test enquiry on WhatsApp.