Integrate ActiveTrail with ClinchPad

Send information between ActiveTrail and ClinchPad automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate ActiveTrail and ClinchPad using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated contact

Triggers when the details of an existing contact are updated

Contact removed from group

Triggers when a contact is removed from any group

Unsubscribed contact

Triggers when a contact unsubscribes from receiving further emails

Contact added to group

Triggers when a contact is added to any group

To-do created

Triggers when a to-do is created

Lead won

Triggers when an existing lead is marked as won

Lead lost

Triggers when an existing lead is marked as lost

Lead created

Triggers when a new lead is created

Note added

Triggers when a note is added to a lead

All Actions - Actions are the automated tasks

Add contact to group

Adds a contact to the specified group

Send SMS

Sends an SMS message to a specified number

Fetch group

Fetches an existing group by name

Create contact

Creates a new contact

Fetch contact

Fetches an existing contact by name or email

Remove contact from group

Removes a contact from a specific group

Create to-do

Creates a new to-do for the specified lead

Create note

Creates a new note for the specified lead

Create a lead

Creates a new lead

Update to-do

Updates the details of an existing to-do

Fetch lead

Fetches the details of an existing lead using ID

What is ActiveTrail?

ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.

What is ClinchPad?

ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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