← ClinchPad

Create Lead with ClinchPad API

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Create Lead with the ClinchPad API
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Getting Started

Create a workflow to Create Lead with the ClinchPad API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Lead action
    1. Connect your ClinchPad account
    2. Configure Name
    3. Select a Pipeline ID
    4. Optional- Select a User ID
    5. Optional- Configure Size
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Lead with ClinchPad API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + ClinchPad
 
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Create Lead with ClinchPad API on Custom Events from Zoom API
Zoom + ClinchPad
 
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Create Lead with ClinchPad API on New Submission (Instant) from Jotform API
Jotform + ClinchPad
 
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Create Lead with ClinchPad API on New Custom Webhook Events from Stripe API
Stripe + ClinchPad
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Lead on ClinchPad
Description:Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)
Version:0.0.1
Key:clinchpad-create-lead

Code

import clinchpad from "../../clinchpad.app.mjs";

export default {
  name: "Create Lead",
  version: "0.0.1",
  key: "clinchpad-create-lead",
  description: "Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)",
  type: "action",
  props: {
    clinchpad,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    pipelineId: {
      description: "The pipeline ID of the pipeline to which the lead is to be added",
      propDefinition: [
        clinchpad,
        "pipelineId",
      ],
    },
    userId: {
      description: "The user ID of the user you want to assign the lead to",
      propDefinition: [
        clinchpad,
        "userId",
      ],
      optional: true,
    },
    size: {
      label: "Size",
      description: "Value of the lead (numeric only). E.g. `1500`",
      type: "integer",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.clinchpad.createLead({
      $,
      data: {
        name: this.name,
        pipeline_id: this.pipelineId,
        user_id: this.userId,
        size: this.size,
      },
    });

    if (response) {
      $.export("$summary", `Successfully created lead with id ${response.id}`);
    }

    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
ClinchPadclinchpadappThis component uses the ClinchPad app.
Namenamestring

Name of the lead

Pipeline IDpipelineIdstringSelect a value from the drop down menu.
User IDuserIdstringSelect a value from the drop down menu.
Sizesizeinteger

Value of the lead (numeric only). E.g. 1500

Authentication

ClinchPad uses API keys for authentication. When you connect your ClinchPad account, Pipedream securely stores the keys so you can easily authenticate to ClinchPad APIs in both code and no-code steps.

You authenticate to the ClinchPad API by providing your API keys in the request. You can get your API key from the Settings section of the ClinchPad web app.

About ClinchPad

ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

More Ways to Use ClinchPad

Triggers

New Lead Created from the ClinchPad API

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