Integrate Pipedrive with ClinchPad

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

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Create a new deal in Pipedrive when a to-do is created in ClinchPad

Integrate ClinchPad with Pipedrive using Zoho Flow. Whenever a to-do is created in ClinchPad, Zoho Flow automatically creates a new deal in Pipedrive. 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 a to-do is created in ClinchPad.
  2. Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive when a to-do is created in ClinchPad

ClinchPad + Pipedrive

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Supported triggers and actions

Integrate Pipedrive and ClinchPad using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Organization created

Triggers when a new organization is created

Contact person created

Triggers when a new contact person is created

Deal updated

Triggers when any detail of an existing deal is updated

Organization updated

Triggers when any detail of an existing organization is updated

Note created

Triggers when a new note is added

Lead created

Triggers when a new lead is created

Lead updated

Triggers when any detail of an existing lead is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Project created

Triggers when a new project is created

Deal created

Triggers when a new deal is created

Project updated

Triggers when any detail of an existing project is updated

Note updated

Triggers when an existing note is updated

Product updated

Triggers when any detail of an existing product is updated

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

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

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact person

Creates a new contact person

Add products to a deal

Adds multiple products to a deal

Create note

Creates a new note for the selected lead, deal, person, or organization

Create product

Creates a new product

Create organization

Creates a new organization

Create project

Creates a new project

Create activity

Creates a new activity

Update project

Updates the details of an existing project

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update product

Updates the details of an existing product

Update contact person

Updates the details of an existing contact person

Fetch deal

Fetches the details of an existing deal

Fetch product

Fetches the details of an existing product

Fetch field options

Fetches the specific field options by using its ID or name

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch organization

Fetches the details of an existing organization

Fetch project

Fetches the details of an existing project

Fetch contact person

Fetches the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

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

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

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

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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Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.

Manon Chamand

Administrative Director, Syncify

You can consider me a low-code person. Anyone, regardless of their knowledge in coding, can automate their business using Zoho Flow. I think that's the beauty of it.

Marian Lylee Pascua

Founder and CEO, Package Mate

Zoho Flow is a versatile and user-friendly platform that enables seamless integrations at a cost-effective price. Using Zoho Flow, we save at least $35,000 and over 3,500 hours in a year.

Pablo Silva

System Administrator, InterForm

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