Integrate ClinchPad with Help Scout
Send information between ClinchPad and Help Scout automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and Help Scout using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
Mailbox added
Triggers when a new mailbox is added
Customer added
Triggers when a new customer is added
Conversation assigned
Triggers when a conversation is assigned to a specified user
User created
Triggers when a new user is created
Conversation created
Triggers when a new conversation 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 conversation to customer.
Creates a new conversation to a customer from a user
Create customer
Creates a customer if it does not already exist
Create conversation from customer
Creates a new conversation from a customer
Find user
Finds user by email address
Find customer
Finds customer 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 Help Scout?
Help Scout is a help desk software application which provides an email-based customer support platform, knowledge base tool, and search tools for customer service professionals.
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