{"id":9926,"date":"2026-01-14T14:11:21","date_gmt":"2026-01-14T13:11:21","guid":{"rendered":"https:\/\/close.technology\/documentacion\/formscrm\/holded\/"},"modified":"2026-04-29T08:03:55","modified_gmt":"2026-04-29T06:03:55","slug":"holded","status":"publish","type":"documentacion","link":"https:\/\/close.technology\/en\/documentation\/formscrm\/holded\/","title":{"rendered":"Holded"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">This is the documentation for the <a href=\"https:\/\/close.technology\/wordpress-plugins\/formscrm-odoo\/\">\u00a0<\/a><a href=\"https:\/\/close.technology\/en\/plugins\/connect-wordpress-forms-with-holded-crm\/\" data-type=\"product\" data-id=\"3361\">Connect WordPress Forms with Holded CRM<\/a>.<\/p>\n\n<div class=\"wp-block-rank-math-toc-block\" id=\"rank-math-toc\"><h2>Tabla de Contenidos<\/h2><nav><ul><li class=\"\"><a href=\"#descripcion\">Descripci\u00f3n<\/a><\/li><li class=\"\"><a href=\"#caracteristicas\">Caracter\u00edsticas<\/a><\/li><li class=\"\"><a href=\"#requisitos\">Requisitos<\/a><\/li><li class=\"\"><a href=\"#campos-disponibles\">Campos disponibles<\/a><\/li><li class=\"\"><a href=\"#instalacion\">Instalaci\u00f3n<\/a><\/li><li class=\"\"><a href=\"#preguntas-frecuentes\">Preguntas frecuentes<\/a><\/li><li class=\"\"><a href=\"#registro-de-cambios\">Registro de cambios<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2 class=\"wp-block-heading\" id=\"descripcion\">Description<\/h2>\n\n<p class=\"wp-block-paragraph\">FormsCRM Holded PRO is a premium add-on that connects your WordPress forms directly to Holded CRM. Synchronize contacts, create leads with funnel stage assignment, and manage your sales pipeline seamlessly.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"caracteristicas\">Features<\/h2>\n\n<ul class=\"wp-block-list\">\n<li><strong>Contact synchronization<\/strong>: automatically create and update Holded contacts based on form submissions.<\/li>\n\n\n\n<li><strong>Lead management<\/strong>: create leads with all relevant information.<\/li>\n\n\n\n<li><strong>Funnel integration<\/strong>: assign leads to specific funnels and stages.<\/li>\n\n\n\n<li><strong>Custom field mapping<\/strong>: map any form field to Holded&#8217;s contact or lead fields.<\/li>\n\n\n\n<li><strong>Note compatibility<\/strong>: automatically add shipping notes to potential customers.<\/li>\n\n\n\n<li><strong>Attachments<\/strong>: includes files attached to the form, such as notes from potential customers.<\/li>\n\n\n\n<li><strong>Advanced features<\/strong>: conditional feeds, custom API credentials per feed.<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\" id=\"requisitos\">Requirements<\/h2>\n\n<ul class=\"wp-block-list\">\n<li>Complemento b\u00e1sico <a href=\"https:\/\/close.technology\/wordpress-plugins\/formscrm\/\" data-type=\"product\" data-id=\"1203\">FormsCRM<\/a> (gratuito).<\/li>\n\n\n\n<li>Active Holded account with API access.<\/li>\n\n\n\n<li>Clave de licencia v\u00e1lida de Close Technology.<\/li>\n\n\n\n<li>Requires Composer to be installed. <\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\" id=\"campos-disponibles\">Available fields<\/h2>\n\n<p class=\"wp-block-paragraph\"><strong>Contact fields<\/strong>: name, tax name, VAT number, email, phone, mobile, address, city, postal code, state, country, notes, tags, IBAN, SWIFT, and more.<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Potential customer fields<\/strong>: contact name, opportunity name, value, potential, expiration date, funnel stage assignment, notes, attachments.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"instalacion\">Installation<\/h2>\n\n<ol class=\"wp-block-list\">\n<li>Install and activate the FormsCRM base plugin.<\/li>\n\n\n\n<li>Upload the FormsCRM Holded PRO plugin to <code>\/wp-content\/plugins\/ <\/code> directory.<\/li>\n\n\n\n<li>Run <code>composer install<\/code> in the plugin directory to install the dependencies.<\/li>\n\n\n\n<li>Activate the plugin via the \u201cPlugins\u201d menu in WordPress.<\/li>\n\n\n\n<li>Go to Settings \u2192 FormsCRM \u2192 FormsCRM Holded PRO.<\/li>\n\n\n\n<li>Enter your license key and activate it.<\/li>\n\n\n\n<li>Configure your Holded API key in Settings \u2192 FormsCRM \u2192 Settings.<\/li>\n<\/ol>\n\n<h2 class=\"wp-block-heading\" id=\"preguntas-frecuentes\">Frequently questions <\/h2>\n\n<h3 class=\"wp-block-heading\" id=\"necesito-el-plugin-basico-forms-crm\">Do I need the basic FormsCRM plugin?<\/h3>\n\n<p class=\"wp-block-paragraph\">Yes, FormsCRM Holded PRO requires the free FormsCRM plugin to be installed and activated.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"como-obtengo-una-clave-de-licencia\">How do I get a license key?<\/h3>\n\n<p class=\"wp-block-paragraph\">Puede adquirir una clave de licencia en <a href=\"https:\/\/close.technology\/en\/plugins\/connect-wordpress-forms-with-holded-crm\/\">Close Technology<\/a>.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"funciona-con-cualquier-plugin-de-formularios\">Is it compatible with any form plugin?<\/h3>\n\n<p class=\"wp-block-paragraph\">Currently compatible with Gravity Forms. Contact us for other form plugin integrations.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"puedo-utilizar-credenciales-api-personalizadas-por-formulario\">Can I use custom API credentials per form? <\/h3>\n\n<p class=\"wp-block-paragraph\">Yes, you can configure custom API credentials for each individual form.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"registro-de-cambios\">Changelog<\/h2>\n\n<h3 class=\"wp-block-heading\" id=\"1-2-1\">= 1.2.1 =<\/h3>\n\n<ul class=\"wp-block-list\">\n<li>Enhanced license management system<\/li>\n\n\n\n<li>Enhanced security with Composer autoloader verification<\/li>\n\n\n\n<li>Updated translations for license management<\/li>\n\n\n\n<li>Improved documentation<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\" id=\"1-2-0\">= 1.2.0 =<\/h3>\n\n<ul class=\"wp-block-list\">\n<li>A modern license management system has been added.<\/li>\n\n\n\n<li>Enhanced security with Composer autoloader verification<\/li>\n\n\n\n<li>Updated translations for license management<\/li>\n\n\n\n<li>Improved documentation<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\" id=\"1-1-1\">= 1.1.1 =<\/h3>\n\n<ul class=\"wp-block-list\">\n<li>Check whether the contact or lead exists before creating it by email.<\/li>\n\n\n\n<li>Supports custom feeds in Gravity Forms<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\" id=\"1-1-0\">= 1.1.0 =<\/h3>\n\n<ul class=\"wp-block-list\">\n<li>Adds support for lead notes<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\" id=\"1-0-0\">= 1.0.0 =<\/h3>\n\n<ul class=\"wp-block-list\">\n<li>First version released for integration with Holded CRM<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This is the documentation for the \u00a0Connect WordPress Forms with Holded CRM. Description FormsCRM Holded PRO is a premium add-on that connects your WordPress forms directly to Holded CRM. Synchronize contacts, create leads with funnel &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Holded\" class=\"read-more button\" href=\"https:\/\/close.technology\/en\/documentation\/formscrm\/holded\/#more-9926\" aria-label=\"Read more about Holded\">Read more<\/a><\/p>\n","protected":false},"featured_media":0,"parent":9913,"menu_order":0,"template":"","class_list":["post-9926","documentacion","type-documentacion","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion\/9926","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion"}],"about":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/types\/documentacion"}],"version-history":[{"count":5,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion\/9926\/revisions"}],"predecessor-version":[{"id":10674,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion\/9926\/revisions\/10674"}],"up":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion\/9913"}],"wp:attachment":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/media?parent=9926"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}