Integrate Follow Up Boss with ClinchPad
Send information between Follow Up Boss and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Follow Up Boss and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Note added
Triggers when a note is added to a lead
Lead won
Triggers when an existing lead is marked as won
Lead created
Triggers when a new lead is created
Lead lost
Triggers when an existing lead is marked as lost
To-do created
Triggers when a to-do is created
All Actions - Actions are the automated tasks
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
Create contact
Creates a new contact
Create note
Creates a new note for the specified lead
Create a lead
Creates a new 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 Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
Similar apps
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.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
