AFI AFI

ClinchPad

Estimated reading: 2 minutes Updated August 1, 2026

ClinchPad is a simple CRM for small businesses. AFI creates contacts, leads, organizations, and products in ClinchPad from WordPress form submissions via the ClinchPad REST API (clinchpad.com/api/v1/), authenticating with Basic Auth using your API key.

What you’ll need

  • An active ClinchPad account.
  • An API Key from ClinchPad.
  • The Advanced Form Integration plugin installed and activated.

Save your ClinchPad API key

  1. Log in to ClinchPad and go to Settings → API to get your API Key.
  2. In WordPress, go to AFI → Settings → ClinchPad.
  3. Paste the API Key and click Save.

Create the integration

  1. Go to AFI → Add New.
  2. Give the integration a name.
  3. Under Trigger, pick your form plugin and form.
  4. Under Action → Platform, select ClinchPad.
  5. In Task, choose Create New Contact.
  6. Select the saved ClinchPad account.
  7. Select a User, Pipeline, and Stage from the dropdowns.
  8. Map form fields.
  9. Click Save Integration.

Tasks supported

Create New Contact

This is a comprehensive task that can create multiple related records in a single submission. Depending on which fields you map, AFI will:

  • Create a Lead in the selected pipeline and stage (if lead is mapped).
  • Create an Organization (if organization is mapped) with email, phone, address, and website.
  • Create a Contact (if name is mapped) linked to the organization and lead.
  • Create a Product (if product_name is mapped) and attach it to the lead.
  • Add a Note to the lead (if note is mapped).
Field Field key Required Notes
Lead Name lead No Creates a lead in the selected pipeline/stage
Deal Value value No Lead size/value
Note note No Added to the lead
Contact Name name No Creates a contact
Email email No Contact email
Designation designation No Contact job title
Phone phone No Contact phone
Address address No Contact address
Organization organization No Creates an organization
Org Email org_email No
Org Phone org_phone No
Website website No
Org Address org_address No
Product Name product_name No Creates a product and attaches to lead
Product Price product_price No

Troubleshooting

Nothing arrives in ClinchPad

  • Check AFI → Log for error messages.
  • Verify the API Key is correct in Settings.
  • Make sure a Pipeline and Stage are selected.

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