Integrate ClinchPad with SalesBinder

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

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Supported triggers and actions

Integrate ClinchPad and SalesBinder using the below triggers and actions

All Triggers - A trigger kickstarts the flow

To-do created

Triggers when a to-do is created

Lead lost

Triggers when an existing lead is marked as lost

Note added

Triggers when a note is added to a lead

Lead created

Triggers when a new lead is created

Lead won

Triggers when an existing lead is marked as won

Contact created

Triggers when a new contact is created

Inventory item created

Triggers when a new inventory item is created

All Actions - Actions are the automated tasks

Create to-do

Creates a new to-do for the specified lead

Create a lead

Creates a new lead

Create note

Creates a new note for the specified lead

Update to-do

Updates the details of an existing to-do

Fetch lead

Fetches the details of an existing lead using ID

Create contact

Creates a new contact

Create account

Creates a new account (customer, prospect or supplier)

Create inventory item

Creates a new inventory item

Create notes

Creates a new note to selected record

Update account

Updates the details of an existing account (customer or prospect or supplier)

Update inventory item

Updates the details of an existing inventory item

Update contact

Updates the details of an existing contact

Fetch inventory item

Fetches the details of an existing inventory item

Fetch contact

Fetches the details of an existing contact using ID

Fetch account

Fetches the details of an existing account (customer or prospect or supplier) using ID

Search inventory item

Searches for the details of an existing inventory item

Search account

Searches for the details of an existing account

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

What is SalesBinder?

SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.

Inventory Management

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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