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
- The flow triggers when an existing lead is marked as lost in ClinchPad.
- Zoho Flow creates a new ticket in a verified end user's account in Zendesk.
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
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
Organization created
Triggers when a new organization is created
Ticket updated
Triggers when the details of a ticket is updated
Ticket created
Triggers when a new ticket is created
User created
Triggers when a new user 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 Tag
Adds tag to the selected ticket
Create Organization
Creates a new organization
Create User
Creates a new user
Create Ticket
Creates a new ticket
Create Request
Creates a new ticket in a verified end user's account
Update Ticket
Updates an existing ticket status or adds comments
Update User Details
Updates an existing user's details
Update Organization
Updates an existing organization
Add Comment
Adds comment to the selected ticket
Fetch Organization
Fetches the details of an existing organization
Fetch Ticket
Fetches a ticket by ID
Fetch User
Fetches the details of an existing user 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.
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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.
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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 >We’ve been able to bring our best-practice process visions to life. Flow isn’t just an integration tool—it’s the backbone of how we scale.
Melanie Murphy
Zoho Systems Administrator, Ascent Solutions
We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.
Owain ap Rees
Director of Sales, Barings Law
Zoho Flow has optimized our process and equipped us to make data-driven reports, decisions, and predictions in real time. We've improved our efficiency by over 70% by eliminating manual work. Zoho Flow helps create powerful integrations without the need for a developer. I strongly suggest that any organization running large amounts of data that needs to be automated in real time use Zoho Flow.
Dr. Hoàng Anh Tuấn
Deputy Head of Training, Master Liveaboards
