Integrate ClickSend with Zoho CRM

Send information between ClickSend and Zoho CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between ClickSend and Zoho CRM

Connect ClickSend and Zoho CRM with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate ClickSend and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact is added to the specified list

SMS received

Triggers when a new SMS is received

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

New module

Triggers when a new module is created

User created or updated

Triggers when the details of an existing user are created or updated

All Actions - Actions are the automated tasks

Send SMS to contact list

Sends a new SMS to the selected list of contacts

Send fax

Sends a new fax

Send SMS

Sends a new SMS

Send letter through post

Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.

Send email campaign

Sends a new email campaign

Send voice message

Sends a text-to-speech message to a mobile phone or landline number

Send postcard

Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.

Create contact

Creates a new contact

Create contact list

Creates a new contact list

Send MMS

Sends a new MMS

Transfer contact to list

Moves an existing contact from one list to another

Update contact list

Updates the details of an existing contact list

Copy contact to list

Copies an existing contact from one list to another

Fetch contact list

Fetches a contact list by name

Update contact

Updates the details of an existing contact by ID

Fetch contact

Fetches the details of an existing contact

Fetch email campaign

Fetches the details of an existing email campaign

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Send mail merge

Sends a mail merge with details of the selected record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Add tags

Adds tags to the specified record

Remove tags

Removes tags from the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Raise signal

Raises a signal to Zoho CRM

Update user

Updates the details of an existing user based on user ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

What is ClickSend?

ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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