ClinchPad integration
ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
What your agents can do with ClinchPad
2 pre-built ClinchPad tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (1)
Create Lead
Creates a lead.
Triggers (1)
New Lead Created
Emit new event for each new created lead.
Set up ClinchPad in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your ClinchPad account
In Relevance AI, open Integrations and add ClinchPad, then paste your API key. You will find it in your ClinchPad account settings.
Use ClinchPad in an agent
Create a tool, add a ClinchPad tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put ClinchPad to work in your agents
Connect ClinchPad alongside 1,800+ other integrations and let your agents run the busywork.