Connect ClinchRev to 5,000+ Apps via Zapier
Use Zapier to connect ClinchRev to any tool in your sales stack. Trigger automated workflows when calls are completed, leads are qualified, meetings are booked, or emails are replied to — no code required.
What you can automate with ClinchRev + Zapier
ClinchRev triggers Zaps on real sales events — call completed, lead qualified, meeting booked, email replied. Here are six of the most popular workflows teams set up.
New qualified lead in ClinchRev
Create opportunity in Salesforce
Every time ClinchRev's AI qualifies a prospect as interested, a new opportunity is created in Salesforce automatically — with the lead's name, company, phone, and call disposition pre-filled.
Meeting booked in ClinchRev
Send Slack notification to closer
The moment a prospect books a demo, your sales team gets a Slack message with the prospect details, meeting time, and a link to the call recording. No one misses a hot lead.
Call completed in ClinchRev
Add row to Google Sheets
Log every completed call to a Google Sheet — with outcome, duration, and prospect data. Useful for custom reporting, manager reviews, or sharing data with stakeholders who don't have ClinchRev access.
New lead in Salesforce
Add to ClinchRev campaign
When a new lead enters Salesforce (from inbound, web form, or import), automatically add them to the right ClinchRev outbound campaign. Keep your CRM as the source of truth while fueling your AI calling pipeline.
Email reply in ClinchRev
Create task in Pipedrive
When a prospect replies to a ClinchRev email sequence, a follow-up task is created in Pipedrive and assigned to the right rep. No replied lead gets dropped.
Meeting booked in ClinchRev
Add attendee to Google Calendar
Automatically create a Google Calendar event with the prospect's details when they book a demo. Sync to any rep's calendar without manual data entry.
How to set up ClinchRev + Zapier
Setup takes about 10 minutes. No developer needed — Zapier's no-code interface handles everything.
- 1
Go to zapier.com and search for ClinchRev
Log into your Zapier account and search for 'ClinchRev' in the app directory. Click to start building a new Zap.
- 2
Choose your ClinchRev trigger
Select from available ClinchRev triggers: call completed, lead qualified, meeting booked, email replied, email opened, or prospect added to DNC list.
- 3
Connect your ClinchRev account with your API key
Zapier will ask you to authenticate ClinchRev. Find your API key in ClinchRev under Settings → Integrations → API. Paste it into Zapier — you're connected.
- 4
Choose your action app
Select the app you want to send data to — Salesforce, Pipedrive, Slack, Google Sheets, Close CRM, or any of 5,000+ available apps. Choose the specific action (create record, send message, add row, etc.).
- 5
Map fields and test the Zap
Map ClinchRev data fields (prospect name, company, phone, call outcome, meeting time) to the corresponding fields in your target app. Run a test to confirm data flows correctly.
- 6
Turn it on — runs automatically
Activate the Zap. From now on, every time the ClinchRev trigger fires, Zapier runs the action automatically. No manual work, no missed handoffs.
Popular CRM connections via Zapier
Zapier makes ClinchRev compatible with any CRM. Here are the most commonly connected platforms and what teams typically automate.
Salesforce
Native sync coming →Create leads, update records, and move opportunity stages based on ClinchRev call and email outcomes. Native sync coming Q3 2026.
Pipedrive
Add deals, create activities, and update contact stages when ClinchRev qualifies a lead or books a meeting.
Close CRM
Create leads and log call activity in Close when ClinchRev completes calls or qualifies prospects.
Copper
Sync qualified ClinchRev leads to Copper as people records and create follow-up tasks for your team.
Monday CRM
Create items on your Monday CRM board when ClinchRev generates qualified leads or books meetings.
Airtable
Log ClinchRev call outcomes, email activity, and meeting bookings to an Airtable base for custom tracking and reporting.
Native integrations vs Zapier
ClinchRev has a native HubSpot integration — two-way, real-time, no Zapier account required. It syncs contacts, call logs, email activity, meeting bookings, and deal stages automatically. If you use HubSpot, the native sync is the better choice.
For all other CRMs — Salesforce, Pipedrive, Close, Copper, and others — Zapier is the recommended connection method until native integrations ship. It works reliably, covers the most important handoffs (qualified leads, booked meetings, call completions), and takes under 10 minutes to set up.
Native HubSpot Sync
- ✓Two-way, real-time sync
- ✓No Zapier account needed
- ✓All objects synced automatically
- ✓Available on Growth and above
Zapier (all other CRMs)
- ✓Works with 5,000+ apps
- ✓Requires Zapier account
- ✓Manual field mapping
- ✓Event-based (not real-time bi-directional)
Frequently asked questions
What ClinchRev events can trigger a Zap?+
Call completed, lead qualified, meeting booked, email opened, email clicked, email replied, and prospect added to DNC. Each trigger passes full event data — prospect details, outcome, recording link, and more.
Does ClinchRev have a native Salesforce integration?+
Not yet — it's on the Q3 2026 roadmap. Zapier is the recommended method for Salesforce users today. See /integrations/salesforce to join the waitlist.
How is Zapier different from ClinchRev's native HubSpot sync?+
Native HubSpot sync is two-way, real-time, and requires no Zapier account. Zapier is a workaround for CRMs without a native integration — it works well but requires a Zapier account and manual field mapping.
What Zapier plan do I need?+
Basic single-step Zaps work on Zapier's free plan. Multi-step Zaps with filters or conditions require a Zapier Starter or Professional plan.
Can I use Zapier to add CRM leads to ClinchRev campaigns?+
Yes. Set up a Zap that triggers when a new lead is created in your CRM and adds it to a ClinchRev campaign automatically. This keeps your CRM as the source of truth while fueling your AI calling pipeline.
Get started with ClinchRev and connect your tools
Free account. 20 AI calling minutes. Connect to 5,000+ apps via Zapier on day one.