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ClinchPad + Interact

Create leads in ClinchPad for new Interact leads

Effortlessly manage your new leads by connecting Interact and ClinchPad with this convenient workflow. When you receive a new lead in Interact, this automation will create a lead in ClinchPad for seamless organization and tracking. Spend less time on manual data entry and focus on nurturing your leads for optimal sales performance.

Effortlessly manage your new leads by connecting Interact and ClinchPad with this convenient workflow. When you receive a new lead in Interact, this automation will create a lead in ClinchPad for seamless organization and tracking. Spend less time on manual data entry and focus on nurturing your leads for optimal sales performance.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    ClinchPadClinchPad
    Create a lead

    Triggers when a new lead is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • Lead NameRequired

    • StageRequired

    • Size

    • Assign To

    • Contact Name

    • Contact Designation

    • Contact Email

    • Contact Phone

    • Contact Address

    • Contact Organization

    • Product Name

    • Source Name

    • Zone Name

    • Note

    Action
    Write
  • ClinchPad triggers, actions, and search

    New Lead

    Triggers when a new lead is added.

    Trigger
    Instant
    Try It
clinchpad logo
clinchpad logo

About ClinchPad

ClinchPad is a modern sales CRM built for small teams.
Help

Related categories

  • CRM (Customer Relationship Management)

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