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.
Popular ClinchPad and Zoho CRM Triggers#
Popular ClinchPad and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
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.
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#
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#
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}`,
},
})
},
})