PlanSo Forms for WordPress integration with ClinchPad
How to Add new leads to ClinchPad on PlanSo Forms submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new leads to ClinchPad on PlanSo Forms submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ClinchPad integrations
ClinchPad actions
Nekton can use any feature that is available in ClinchPad API.
Using our advanced AI, you can easily create custom automations for ClinchPad.
Here are some typical actions you can do in your automated workflows.
Create a lead
Creates a new lead.
New Lead
Triggers when a new lead is added.
About ClinchPad
ClinchPad is a modern sales CRM built for small teams.