Integrate ClinchPad with Zendesk Sell
Send information between ClinchPad and Zendesk Sell automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and Zendesk Sell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead won
Triggers when an existing lead is marked as won
Lead created
Triggers when a new lead is created
Note added
Triggers when a note is added to a lead
Lead lost
Triggers when an existing lead is marked as lost
To-do created
Triggers when a to-do is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified lead
Create a lead
Creates a new lead
Create to-do
Creates a new to-do 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 task
Create a new task
Create lead
Creates a new lead
Create task
Create a new task
Create contact
Creates a new contact
Create deal
Create a new deal
Update deal
Updates the details of an existing deal by ID
Update lead
Updates the details of an existing lead by ID
Fetch lead
Fetch the details of the existing lead by email address
Fetch user
Fetch the details of the existing user by email address
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 Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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