Integrate ActiveTrail with ClinchPad

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

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Supported triggers and actions

Integrate ActiveTrail and ClinchPad using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact removed from group

Triggers when a contact is removed from any group

Contact added to group

Triggers when a contact is added to any group

Updated contact

Triggers when the details of an existing contact are updated

Unsubscribed contact

Triggers when a contact unsubscribes from receiving further emails

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

To-do created

Triggers when a to-do is created

Lead lost

Triggers when an existing lead is marked as lost

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Send SMS

Sends an SMS message to a specified number

Fetch group

Fetches an existing group by name

Add contact to group

Adds a contact to the specified group

Fetch contact

Fetches an existing contact by name or email

Remove contact from group

Removes a contact from a specific group

Create a lead

Creates a new lead

Create note

Creates a new note for the specified 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

What is ActiveTrail?

ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.

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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