Integrate Calendly with ClinchPad

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

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Create a new note for the specified lead in ClinchPad when an invitee schedules an event in Calendly

Integrate Calendly with ClinchPad using Zoho Flow. Whenever an invitee schedules an event in Calendly, Zoho Flow automatically creates a new note for the specified lead in ClinchPad. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when an invitee schedules an event in Calendly.
  2. Zoho Flow creates a new note for the specified lead in ClinchPad.
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Create a new note for the specified lead in ClinchPad when an invitee schedules an event in Calendly

Calendly + ClinchPad

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Supported triggers and actions

Integrate Calendly and ClinchPad using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event scheduled by invitee

Triggers when an invitee schedules an event

Event canceled by invitee

Triggers when an invitee cancels a scheduled event

Event scheduled by invitee for the connected user

Triggers when an invitee schedules an event for the connected user

Event canceled by invitee for the connected user

Triggers when an invitee cancels a scheduled event for the connected user

Note added

Triggers when a note is added to a lead

Lead created

Triggers when a new lead is created

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

All Actions - Actions are the automated tasks

Invite user

Invites a new user

Create schedule link

Creates a new schedule link

Fetch event

Fetches the details of an existing event using UUID

Fetch invitee by UUID

Fetches the details of an existing invitee using UUID

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

What is Calendly?

Calendly is a customizable scheduling app that works on all devices. With features like time zone detection, round robin meeting allocation, and calendar integration, you can make scheduling a simple process.

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

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Webhook triggers

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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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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