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 canceled by invitee for the connected user

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

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

Lead lost

Triggers when an existing lead is marked as lost

To-do created

Triggers when a to-do is created

Lead won

Triggers when an existing lead is marked as won

Lead created

Triggers when a new lead is created

Note added

Triggers when a note is added to a lead

All Actions - Actions are the automated tasks

Create schedule link

Creates a new schedule link

Invite user

Invites a new user

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 note

Creates a new note for the specified lead

Create a lead

Creates a new 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 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

Build comprehensive workflows using

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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With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.

Hitesh Matlani

Director - Business Development and Operations, Avid Brio

Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.

Paul Jozsef

Owner, Paul Jozsef Counselling & Coaching

Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.

Frank Cowell

Founder and CEO, Avid Brio

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