Log pipeline stage updates as CRM activities
When a deal moves forward in Holded, log a status update activity on the corresponding account record in Perfex.
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Holded Explore Holded →
TriggersFires when a new contact or lead is added to Holded.
Fires when a field on a contact changes in Holded.
Fires when a deal, case or record moves to a new stage in Holded.
Fires when a deal is marked won in Holded.
Creates or updates a contact in Holded.
Creates a new deal in Holded.
Moves a deal or record to a new stage in Holded.
Logs a call, email, or note against a record in Holded.
Perfex Explore Perfex →
TriggersFires when a new contact or lead is added to Perfex.
Fires when a field on a contact changes in Perfex.
Fires when a deal, case or record moves to a new stage in Perfex.
Fires when a deal is marked won in Perfex.
Creates or updates a contact in Perfex.
Creates a new deal in Perfex.
Moves a deal or record to a new stage in Perfex.
Logs a call, email, or note against a record in Perfex.
More Holded + Perfex workflows
Sync newly created leads across CRM platforms
When a new lead is captured in Holded, automatically create or update the matching contact in Perfex to keep records synchronized.
See details
Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Perfex, update the corresponding opportunity stage in Holded for unified revenue reporting.
See details
See all Holded + Perfex integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log pipeline stage updates as CRM activities” between Holded and Perfex?
Yes — describe it in the box above and Knit's Integrations Agent researches Holded and Perfex's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.