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 created
Triggers when a new lead is created
Note added
Triggers when a note is added to a lead
To-do created
Triggers when a to-do is created
Lead won
Triggers when an existing lead is marked as won
Lead lost
Triggers when an existing lead is marked as lost
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 to-do
Creates a new to-do for the specified lead
Create note
Creates a new note for the specified lead
Create a lead
Creates a new lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
Create Request
Creates a new ticket in a verified end user's account
Create User
Creates a new user
Create Ticket
Creates a new ticket
Add Tag
Adds tag to the selected ticket
Create Organization
Creates a new organization
Update Organization
Updates an existing organization
Add Comment
Adds comment to the selected ticket
Update Ticket
Updates an existing ticket status or adds comments
Update User Details
Updates an existing user's details
Fetch Ticket
Fetches a ticket by ID
Fetch User
Fetches the details of an existing user by ID
Fetch Organization
Fetches the details of an existing organization
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
