Integrate ClinchPad with Sellf

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

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Supported triggers and actions

Integrate ClinchPad and Sellf using the below triggers and actions

All Triggers - A trigger kickstarts the flow

To-do created

Triggers when a to-do is created

Lead lost

Triggers when an existing lead is marked as lost

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

New Person

Triggers when a new person is created

New Deal in Pipeline Stage

Triggers when a deal enters a specific pipeline stage

New Deal

Triggers when a new deal is created

New Company

Triggers when a new company 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

Fetch Person

Fetches an existing person

Create Company

Creates a new company

Create Deal

Creates a new deal

Create Person

Creates a new person

Fetch Company

Fetches an existing company

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 Sellf?

Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.

CRM

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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Technical Engineer, Master Liveaboards

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