Clnto Integrations

Name: Zapier
Availability: InStock

Do more with Clnto integrations

Zapier lets you connect Clnto with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Google Forms

Forms & Surveys, Google

ChatGPT (OpenAI)

AI Tools, Artificial Intelligence, Developer Tools

Airtable

Databases

Stripe

Payment Processing

Calendly

Scheduling & Booking

Asana

Project Management

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Google Forms

Forms & Surveys, Google

ChatGPT (OpenAI)

AI Tools, Artificial Intelligence, Developer Tools

Airtable

Databases

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Google Forms

Forms & Surveys, Google

ChatGPT (OpenAI)

AI Tools, Artificial Intelligence, Developer Tools

Airtable

Databases

Stripe

Payment Processing

Calendly

Scheduling & Booking

Asana

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Clnto integrations with Zapier's templates

Create new Clnto leads from Google Forms form responses
Details
Try it
Google Forms + Clnto

Create new Clnto leads from Google Forms form responses

Details

Try it

Google Forms + Clnto

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Stage
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Trigger
Instant
Try It
- Choose Workspace
  Required
- Lead Email (optional)
- Lead Id (optional)
Action
Write

- Choose Workspace
  Required
- Choose Activity Type
  Required
- Activity Name
- Guests
- Starts At
  Required
- Ends At
  Required
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Choose Workspace
  Required
- Recipient Name
  Required
- Recipient's Email address
  Required
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)
  Required
- When to apply discount?
  Required
- Is this a recurring Invoice?
  Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
Action
Write
- Choose Workspace
  Required
- Please choose whether Proposal is for a Lead or Customer
  Required
- Recipient Name
  Required
- Recipient Email
  Required
- Name of the Proposal or Title
  Required
- Choose from Clnto's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit (e.g. hours, months, etc.)
- Quantity
- Item Rate
- Choose Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
Action
Write
- Workspace
  Required
- Lead Id
  Required
- Name
- Email
- Phone
- Company
- Title
- Stage
  Required
- Source
  Required
- Owner
  Required
- Currency
  Required
- Deal size
- Conversion Probablity
- Website
- Privacy
  Required
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
- Leads Form
  Required
Action
Write
- Choose Workspace
  Required
- Field To Search By
  Required
Action
Search
- Clnto Workspace
  Required
- Field To Search By
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write

- Workspace
  Required
Trigger
Instant
Try It
- In which workspace you need to add the Customer?
  Required
Trigger
Instant
Try It
- In which workspace you need to add the Lead?
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Email id of Proposal's receiver (optional)
- Clnto ID of Proposal
Action
Write
- Clnto Workspace
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace in Clnto
  Required
- Lead's name
  Required
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal Size
  Required
- Conversion Probablity (1-100)
- Sales Stage in Pipeline
  Required
- Last Contact Date
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
- Lead Form
  Required
Action
Write
- Workspace
  Required
- Customer Id
  Required
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- Currency
  Required
- Owner
  Required
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write
- Workspace
  Required
- Field To Search By
  Required
Action
Search
- Choose the workspace
  Required
- Team member's email or Full name
  Required
Action
Search
- Workspace in Clnto
  Required
- Field To Search By
  Required
- Lead's name
  Required
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal Size
  Required
- Conversion Probablity (1-100)
- Sales Stage in Pipeline
  Required
- Last Contact Date
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
- Lead Form
  Required
Action
Search or write

Clnto Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Clnto

Clnto simplifies agency client management: leads, proposals, CRM, invoicing, and revenue tracking all in one software.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Clnto Integrations

Do more with Clnto integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Clnto integrations with Zapier's templates

Create new Clnto leads from Google Forms form responses

Create new Clnto leads from Google Forms form responses

Supported triggers and actions

Clnto Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Clnto Integrations

Popular Clnto Integrations

Clnto Integrations

Do more with Clnto integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new Clnto leads from Google Forms form responses

Create new Clnto leads from Google Forms form responses

Clnto Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Clnto Integrations

Popular Clnto Integrations

Connect Your App Accounts to Zapier