Integrate ClinchPad with Zendesk

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

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Create a new ticket in a verified end user's account in Zendesk when an existing lead is marked as lost in ClinchPad

Integrate ClinchPad with Zendesk using Zoho Flow. Whenever an existing lead is marked as lost in ClinchPad, Zoho Flow automatically creates a new ticket in a verified end user's account in Zendesk. 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 existing lead is marked as lost in ClinchPad.
  2. Zoho Flow creates a new ticket in a verified end user's account in Zendesk.
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Create a new ticket in a verified end user's account in Zendesk when an existing lead is marked as lost in ClinchPad

ClinchPad + Zendesk

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Supported triggers and actions

Integrate ClinchPad and Zendesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Ticket created

Triggers when a new ticket is created

Ticket updated

Triggers when the details of a ticket is updated

Organization created

Triggers when a new organization is created

User created

Triggers when a new user is created

All Actions - Actions are the automated tasks

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

Add Tag

Adds tag to the selected ticket

Create User

Creates a new user

Create Request

Creates a new ticket in a verified end user's account

Create Organization

Creates a new organization

Create Ticket

 Creates a new ticket

Add Comment

Adds comment to the selected ticket

Update Organization

Updates an existing organization

Update Ticket

Updates an existing ticket status or adds comments

Update User Details

Updates an existing user's details

Fetch Organization

Fetches the details of an existing organization

Fetch User

Fetches the details of an existing user by ID

Fetch Ticket

Fetches a ticket by ID

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

What is Zendesk?

Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.

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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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

Louis Castellano

CEO, Lakeside CNC Group

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

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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