Cling + LIME Go

Cling + LIME Go integrations

Add new LIME Go customers to Cling as clients

Less time on entering data is more time spent on closing new clients. Put your workflow on autopilot with this automation. It captures new customers created in LIME Go and created clients in Cling ready for sends proposals and invoices.

When this happens...
New CustomerTriggers when a company gets the relation "Is A Customer".
TriggerInstant
automatically do this!
Create ClientCreates a new client
ActionWrite

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More things you can do with LIME Go and Cling

Discover other triggers and actions you can use with LIME Go and Cling

Registered Negative Call
Triggers when a negative call has been registered in a calling list.
Trigger
Instant
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Company Worked On
Triggers when a company gets the relation "Working On It".
Trigger
Instant
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Updated Deal Status
Triggers when the status of deals changes. Only true for intermediate statuses.
Trigger
Instant
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Lost Customer
Triggers when a company gets the relation "Was A Customer".
Trigger
Instant
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Booked Meeting
Triggers when meeting is booked in Lime Go.
Trigger
Instant
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Company in Touch
Triggers when a company gets the relation "Been in touch".
Trigger
Instant
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- ID
  Required
- Relation
- Coworker identifier
- Tags to add
Action
Write

- ID
  Required
- External key name
  Required
- External key value
  Required
Action
Write
- External Key Name
  Required
- External Key Value
  Required
Action
Search
Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document name
  Required
- Template ID
  Required
- Client ID
  Required
Action
Write

Registered Positive Call
Triggers when a positive call has been registered in a calling list.
Trigger
Instant
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New Customer
Triggers when a company gets the relation "Is A Customer".
Trigger
Instant
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Won Deal
Triggers when a deal is won in Lime Go.
Trigger
Instant
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Lost Deal
Triggers when a deal is lost in Lime Go.
Trigger
Instant
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Reported Meeting
Triggers when meeting is reported using Lime Go.
Trigger
Instant
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- ID
  Required
- Coworker identifier
- Status
- Note
- Tags to add
Action
Write
- ID
  Required
- External key name
  Required
- External key value
  Required
Action
Write
- Name
  Required
- Strength
  Required
- Organization Id
- Organization Name
- Organization Registration Number
- Organization Source ID
- Organization VAT Number
- Person Id
- Person Email
- Person First Name
- Person Last Name
- Person Phone
- Note
Action
Write
- External Key Name
  Required
- External Key Value
  Required
Action
Search
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
- Client name
  Required
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document ID
  Required
Action
Write

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

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Related categories

Proposal & Invoice Management

About LIME Go

LIME Go is a smart CRM-system with all Nordic companies and decision makers already included and always kept up to date. LIME Go helps you find and win deals, from first contact to signed contract.

HelpHelp

Related categories

Sales & CRM

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Related Zap Templates

Update LIME Go deals when new documents are accepted in Cling

Related Zap Templates

Update LIME Go deals when new documents are accepted in Cling