You can integrate ClinchPad with over 350+ other applications via Zapier.

What is Zapier?

Zapier is a popular tool that connects the web apps you use to easily move your data between them and automate tedious tasks. It uses simple, event-based automation to avoid repetitive tasks which helps reduce the time spent on data entry and makes it easier for you to manage your leads in ClinchPad.

What kinds of app can you integrate your ClinchPad account with via Zapier?

Here are a few examples:-

  • Zapier will watch your Gmail account for new emails with the label you choose. Whenever an email comes in from a new contact, Zapier will copy their contact info and use it to create a new lead in ClinchPad.
  • Embed a Gravity Forms form on your WordPress site and Zapier will automatically create a ClinchPad lead when someone fills out the form
  • Create a new QuickBooks invoice every time a new lead is added to your ClinchPad account
  • Add a new Asana task for your team to complete every time a new lead is added to your ClinchPad account.

How do I signup for Zapier?

You can create your FREE Zapier account here.

How to get started with an integration?

The first thing you'll need to do is connect your ClinchPad Account with Zapier. After you sign up for Zapier and start creating the Zap you want, Zapier will ask you for your ClinchPad API key.

What is a Trigger/Action?

To understand full terminology of Zapier integration, you can have a look here.

What ClinchPad Triggers and Actions are Supported?

Supported Triggers-

New Lead- Triggers whenever a new lead is created

Supported Actions-

Create a New Lead

How to Get Started with connecting your ClinchPad account to Zapier?

To get started with ClinchPad, first click to add a ClinchPad account to Zapier to be used in your zap.

Next, you'll be asked for your ClinchPad API Key.

To find your API Key, you can have a look at this support article-

Once you've entered your API Key and clicked continue, Zapier will test your account to make sure the connection works. If it does, you’ll successfully be able to integrate your webapp with ClinchPad.

To see the full list of integrations possible & their Zap templates, you can visit here.