Integrate ActiveTrail with ClinchPad

Send information between ActiveTrail and ClinchPad automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate ActiveTrail and ClinchPad using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated contact

Triggers when the details of an existing contact are updated

Contact added to group

Triggers when a contact is added to any group

Unsubscribed contact

Triggers when a contact unsubscribes from receiving further emails

Contact removed from group

Triggers when a contact is removed from any group

Note added

Triggers when a note is added to a lead

Lead created

Triggers when a new lead is created

Lead lost

Triggers when an existing lead is marked as lost

Lead won

Triggers when an existing lead is marked as won

To-do created

Triggers when a to-do is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Fetch group

Fetches an existing group by name

Send SMS

Sends an SMS message to a specified number

Add contact to group

Adds a contact to the specified group

Fetch contact

Fetches an existing contact by name or email

Remove contact from group

Removes a contact from a specific group

Create a lead

Creates a new lead

Create note

Creates a new note for the specified 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 ActiveTrail?

ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.

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.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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