ClinchPad

ClinchPad Integrations

  • Add new Facebook Lead Ad leads as new leads in ClinchPad

    Following up with new leads is important, and the faster you do so the higher the likelihood of getting a new sale. Zapier can automate this process for you, uploading new Facebook leads to ClinchPad as they are collected. Once this integration is configured, new Facebook Lead Ad leads will automatically create new leads in ClinchPad for you, allowing you to follow-up with leads faster and more efficiently.

    How this Facebook Lead Ads-ClinchPad integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new lead in ClinchPad

    Apps involved

    • Facebook Lead Ads
    • ClinchPad
  • Create ClinchPad leads from a JotForm form

    Want an easy way to add leads to ClinchPad? With this integration, you can make a form in JotForm, then have the form entries automatically turned into a new lead in your CRM.

    How it Works

    Zapier will watch your JotForm form for new entries. Whenever anyone fills out your form, Zapier will copy that info and use it to create a new lead in your ClinchPad account.

    What You Need

    1. A JotForm form that requests contact info
    2. A ClinchPad account

    Got that? Then let's get started.

  • Add ClinchPad leads from Gmail emails

    Want an easy way to add all of your business email contacts to your ClinchPad CRM? This integration will make that happen automatically with Gmail.

    How it Works

    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.

    What You Need

    1. A Gmail account
    2. A ClinchPad account

    Got that? Then let's get started.

  • Create leads in ClinchPad from new Gmail messages from search

    Gmail search is so powerful you can filter messages down to the sender, subject and even words in the body. This makes it easy to find certain emails, and automatically turn them into a lead in ClinchPad. Zapier will watch Gmail for the term you need to keep track of, and whenever a new email comes in with that phrase, the contact will be added as a lead in ClinchPad.

    How It Works

    1. You receive a new message matching a search
    2. Zapier creates a lead in ClinchPad

    What You Need

    • Gmail account
    • ClinchPad account
  • Create leads in ClinchPad from new rows in Google Sheets

    If you're keeping track of leads in Google Sheets, the import/export routine is tiresome. Use this Google Sheets ClinchPad integration to automatically add new leads in ClinchPad from new rows in a Google Sheets document. Then, you can just add new leads to your spreadsheet as normal, and Zapier will make sure they're added to ClinchPad automatically.

    How It Works

    1. A new row is added to a Google Sheets document
    2. Zapier creates a new lead in ClinchPad

    What You Need

    • Google account
    • ClinchPad account
  • Create ClinchPad leads from Gravity Forms entries

    Want an easy way to create ClinchPad leads from your Gravity Forms form? This integration will do that for you automatically.

    How it Works

    Zapier will watch your Gravity Forms form for new entries. Whenever it's filled out, Zapier will copy the form info and use it to make a new lead for you in ClinchPad.

    What You Need

    1. A Gravity Forms form
    2. A ClinchPad account

    Got that? Then let's get started.

  • Add new leads to ClinchPad on PlanSo Forms submissions

    Manual entry of subscribers into ClinchPad from form submissions is no fun, and takes a considerable amount of time. Zapier can help by automatically creating new leads to ClinchPad from PlanSo Forms submissions giving you back all of the time you would need to spend doing this by hand.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates a lead in ClinchPad

    What You Need

    • PlanSo Forms Pro and WordPress
    • ClinchPad account
  • Add new leads on ClinchPad for updated or new Spotio pins

    Thinking about better ways to make sure you follow up with all the people associated with your Spotio pins? How about a little automated lead creation on ClinchPad? This Spotio ClinchPad integration will take care of it for you, adding a new lead to ClinchPad for every new Spotio pin that you create or update after that.

    How It Works

    1. A new Spotio pin is created or updated
    2. Zapier automatically adds a lead to ClinchPad

    What You Need

    • Spotio account
    • ClinchPad account
  • Add new FullContact contacts as ClinchPad leads

    Looking for a way to connect your contacts and CRM processes? Then save time and effort with this FullContact-ClinchPad integration. Once this Zapier automation is activated, it will automatically create a new lead in ClinchPad for every new contact added to FullContact.

    How It Works

    1. A new contact is added to FullContact
    2. Zapier adds a lead to ClinchPad

    What You Need

    • FullContact account
    • ClinchPad account
  • Add new Wufoo form entries as leads in ClinchPad

    Use Wufoo as a lead from? Automatically push those leads straight to ClinchPad with this Zapier integration and stop wasting time copying and pasting lead data from Wufoo to ClinchPad.

    How It Works

    1. A new form entry is submitted in Wufoo
    2. Zapier adds a lead in ClinchPad

    What You Need

    • Wufoo account
    • ClinchPad account
  • Create Todoist tasks from new ClinchPad leads

    When you capture a new lead, take a second to celebrate and then get back to work. Don't miss a single step in your lead nurturing workflow with this Zapier integration. Every time a new lead is added in ClinchPad, Zapier creates a new task in Todoist so you can stay organized and on track.

    How It Works

    1. A new lead is added in ClinchPad
    2. Zapier adds a task in Todoist

    What You Need

    • ClinchPad account
    • Todoist account
  • Create Asana tasks from new ClinchPad leads

    Want a way to make sure you followup with your new leads? This integration will add a new Asana task for your team to complete every time a new lead is added to your ClinchPad account.

    How it Works

    Zapier will watch your ClinchPad account for new leads. Whenever a new lead is added, it'll copy the contact data and use it to create a new task in Asana.

    What You Need

    1. An Asana account with an active project or list
    2. A ClinchPad account

    Got that? Then let's get started.

  • Create QuickBooks invoice for new ClinchPad leads

    Want an easy way to invoice your leads? This integration will create a new QuickBooks invoice every time a new lead is added to your ClinchPad account.

    Note: This integration only works with QuickBooks Online.

    How it Works

    Zapier will watch your ClinchPad account for new leads. Whenever a new lead is added, it'll copy the contact data and use it to create a new invoice in QuickBooks Online.

    What You Need

    1. A QuickBooks account
    2. A ClinchPad account

    Got that? Then let's get started.

  • Add new MailChimp members as ClinchPad leads

    When members opt-in to your email list, it's a big win for you. Don't waste any time not treating these people like the leads that they are! With this Zapier integration, every time someone opts in to your email list, Zapier will automatically add them to ClinchPad as a lead.

    How It Works

    1. A new member is added to a MailChimp list
    2. Zapier creates a lead in ClinchPad

    What You Need

    • MailChimp account
    • ClinchPad account
  • Add new Bookafy customers to ClinchPad as leads

    Manage smart sales teams and sell smarter, faster and better. Use ClinchPad as a modern sales CRM built for the small team. This Bookafy-ClinchPad integration helps you to create leads automatically in ClinchPad for every new Bookafy customers.

    Note: This Zapier integration doesn't import already created customers into ClinchPad, only new customers after you've set it up.

    How this Bookafy-ClinchPad integration works

    1. A new customer registers on Bookafy
    2. Zapier adds that individual as a new lead in ClinchPad

    Apps involved

    • Bookafy
    • ClinchPad
  • Populate WebMerge documents for new leads in ClinchPad

    Need a way to automatically populate documents from ClinchPad? Set up this ClinchPad-WebMerge integration, and whenever you add a new lead to ClinchPad, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this ClinchPad-WebMerge integration works

    1. A new lead is added to ClinchPad
    2. Zapier automatically sends the data to WebMerge and creates a document merge

    Apps involved

    • ClinchPad
    • WebMerge

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ClinchPad Integration Details

Launched on Zapier June 17, 2014

Zapier combines Triggers (like "New Lead") and Actions (like "Create a lead") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following ClinchPad Triggers, Searches, and Actions are supported by Zapier:

New Lead

Triggers when a new lead is added.

Create a lead

Creates a new lead.

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