Integrate TeamGrid with ClinchPad
Send information between TeamGrid and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate TeamGrid and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task completed
Triggers when task is completed
Task created
Triggers when a task is created
Project created
Triggers when a new project is created
Project completed
Triggers when a project is completed
Contact created
Triggers when a new contact is created
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
To-do created
Triggers when a to-do is created
Lead lost
Triggers when an existing lead is marked as lost
All Actions - Actions are the automated tasks
Complete project
Completes an existing project
Create project
Creates a new project
Create task
Creates a new task
Complete task
Completes an existing task
Create a lead
Creates a new lead
Create note
Creates a new note for the specified 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
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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.
Similar apps
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
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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
