Holded

Version 1.0 · Last updated 2026-08-10

Context

Holded is a Spanish business management suite for SMBs that combines accounting, invoicing, and CRM in one platform.

Connect it and Living Context reads that contact and billing data straight into every conversation your agent has, across acquisition, retention, expansion, and support - an agent that can see an invoice is overdue treats that account differently than one that’s paid up and asking a product question.

Buying, retention, and upsell signals your agent spots on your website and product route into Holded tagged against that contact’s record, so whoever handles the account, sales or billing, sees it next to the rest of their history.

Key benefits

• Full context on every conversation: Your agent reads contact and billing data straight from Holded, so customers don’t repeat themselves between a sales question and an invoicing one.
• Signals attached to the right account: Buying, retention, and upsell signals spotted on your website and product route into Holded tagged against that contact’s record, not into a list disconnected from their invoices.

How does it work?

Living Context reads Holded contacts and billing records to ground every conversation your agent has. Signals it spots on your website and product route into Holded tagged against that contact, for whoever manages the account to act on.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Holded integration. This will open a popup where you can connect your Holded account and set up the integration.