Integrate Zoho Analytics with ClinchPad
Send information between Zoho Analytics and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Analytics and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a lead
Lead won
Triggers when an existing lead is marked as won
Lead created
Triggers when a new lead is created
Lead lost
Triggers when an existing lead is marked as lost
To-do created
Triggers when a to-do is created
All Actions - Actions are the automated tasks
Add group members
Adds the user to the specified group
Create user
Creates a new user in the specified organization
Share views
Shares a view with the specified users
Create row
Creates a new row in the selected table
Create user group
Creates a new user group in the specified workspace
Create slideshow
Creates a slideshow in the specified workspace
Move views to folder
Moves a view to the specified folder
Create or update row
Creates a new record or updates the details of an existing record in the selected table
Update row
Updates the details of an existing row
Remove group members
Removes a user from the specified group
Fetch view
Fetches the details of an existing view
Fetch row
Fetches the details of an existing row
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
What is Zoho Analytics?
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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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Logic
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Custom functions
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