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.
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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.
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