Integrate ClinchPad with Sellf
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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.
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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.
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