Integrate ClinchPad with Lead Liaison
Send information between ClinchPad and Lead Liaison automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and Lead Liaison using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New form submission
Triggers when there is a new submission for the selected form
New email
Triggers when a new email is sent
New prospect
Triggers when a new prospect is created
All Actions - Actions are the automated tasks
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
Add prospect to list
Adds a prospect to the selected list
Create prospect
Creates a new prospect
Update prospect
Updates the details of an existing prospect
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect - By email
Fetches the details of an existing prospect by email address
Remove prospect from list
Removes a prospect from the selected list
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.
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What is Lead Liaison?
Lead Liaison is a marketing automation and lead management tool. You can track website visitors, personalize website experiences, and assign lead ownership through custom criteria.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
