ClinchPad Integration: The Best CRM Platform

ClinchPad Integration: Simpler than a traditional CRM. Better than using spreadsheets. ClinchPad is built for small teams. ClinchPad is one of the top applications we are using to grow our national team, and it enables them to be business champions rather than intruders.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with ClinchPad. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with ClinchPad.

ClinchPad Integration Tutorials

Authorization of ClinchPad Integration

First you have to select the ClinchPad from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select ClinchPad from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To set up ClinchPad integration with Bit Integrations, you’ll need ClinchPad API Key. Follow these steps to get it.

• Sign in to your “ClinchPad” account.
• Click the “Settings ” icon in the top right corner.
• Click “API” in the left-hand menu.
• Your “API key” will be displayed.
• Copy your “API key”.
• Paste your “API key” into the “API key” field on your integrations page.

Once you have successfully entered your ClinchPad API Key, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Select Action: Select an option from the drop-down list. For Example: “Create Contact“

In the ClinchPad integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in ClinchPad. The “Name” field is the default field in ClinchPad, so you will need to map your form’s “Name” field to this field in ClinchPad. You have the option to map additional fields by clicking on the Plus (+) icon.

Utilities

Add ParentOrganization: You can add a ParentOrganization by enabling this option.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your ClinchPad. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

ClinchPad Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

ClinchPad Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with ClinchPad

Bit Form Integration with ClinchPad using Bit Integrations. When a Bit Form is submitted, then a new organization, contact, or lead is automatically created in ClinchPad.

Elementor Form with ClinchPad

Elementor Form Integration with ClinchPad using Bit Integrations. When an Elementor Form is submitted, then a new organization, contact, or lead is automatically created in ClinchPad.

Gravity Forms with ClinchPad

Gravity Forms Integration with ClinchPad using Bit Integrations. When a Gravity Forms is submitted, then a new organization, contact, or lead is automatically created in ClinchPad.

WPForms with ClinchPad

WPForms Integration with ClinchPad using Bit Integrations. When a WPForms is submitted, then a new organization, contact, or lead is automatically created in ClinchPad.

Contact Form 7 with ClinchPad

Contact Form 7 Integration with ClinchPad using Bit Integrations. When a Contact Form 7 is submitted, then a new organization, contact, or lead is automatically created in ClinchPad.

Ninja Forms with ClinchPad

Ninja Forms Integration with ClinchPad using Bit Integrations. When a Ninja Forms is submitted, then a new organization, contact, or lead is automatically created in ClinchPad.

Forminator Forms with ClinchPad

Forminator Forms Integration with ClinchPad using Bit Integrations. When a Forminator Forms is submitted, then a new organization, contact, or lead is automatically created in ClinchPad.

Formidable Forms with ClinchPad

Formidable Forms Integration with ClinchPad using Bit Integrations. When a Formidable Forms is submitted, then a new organization, contact, or lead is automatically created in ClinchPad.

Fluent Forms with ClinchPad

Fluent Forms Integration with ClinchPad using Bit Integrations. When a Fluent Forms is submitted, then a new organization, contact, or lead is automatically created in ClinchPad.