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.

Integrate the ClinchPad API with the Zoho CRM API

Setup the ClinchPad API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate ClinchPad and Zoho CRM remarkably fast. Free for developers.

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Convert Lead with Zoho CRM API on New Lead Created from ClinchPad API
ClinchPad + Zoho CRM
 
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Create Lead with ClinchPad API on New Contact (Instant) from Zoho CRM API
Zoho CRM + ClinchPad
 
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Create Lead with ClinchPad API on New Event (Instant) from Zoho CRM API
Zoho CRM + ClinchPad
 
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Create Lead with ClinchPad API on New Lead (Instant) from Zoho CRM API
Zoho CRM + ClinchPad
 
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Create Lead with ClinchPad API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + ClinchPad
 
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New Lead Created from the ClinchPad API

Emit new event for each new created lead.

 
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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

 
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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

 
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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

 
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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

 
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Create Lead with the ClinchPad API
 
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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

 
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Get Object with the Zoho CRM API

Gets record data given its id.

 
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Overview of ClinchPad

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Connect ClinchPad

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clinchpad: {
      type: "app",
      app: "clinchpad",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.clinchpad.com/api/v1/users`,
      auth: {
        username: `api-key`,
        password: `${this.clinchpad.$auth.api_key}`,
      },
    })
  },
})

Overview of Zoho CRM

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo