Integrate Pipedrive with ClickSend
Send information between Pipedrive and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in ClickSend for a recently created contact in Pipedrive
Send personalized welcome emails to every new contact in your pipeline management tool. This workflow ensures that a welcome email is sent in ClickSend whenever a new contact is added in Pipedrive.
How it works
- The flow triggers when a new contact person is created in Pipedrive.
- Zoho Flow sends a new SMS in ClickSend.
Send a welcome email in ClickSend for a recently created contact in Pipedrive
Pipedrive + ClickSend
Create a contact in ClickSend each time a contact is created in Pipedrive
Keep your SMS service's contact information updated for smooth and efficient customer interactions. This flow will create a contact in ClickSend every time a contact is created in Pipedrive.
How it works
- The flow triggers when a new contact person is created in Pipedrive.
- Zoho Flow creates a new contact in ClickSend.
Create a contact in ClickSend each time a contact is created in Pipedrive
Pipedrive + ClickSend
Build your own integrations between Pipedrive and ClickSend
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Supported triggers and actions
Integrate Pipedrive and ClickSend using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person created
Triggers when a new contact person is created
Activity created
Triggers when a new activity is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Organization created
Triggers when a new organization is created
Lead created
Triggers when a new lead is created
Deal updated
Triggers when any detail of an existing deal is updated
Lead updated
Triggers when any detail of an existing lead is updated
Product updated
Triggers when any detail of an existing product is updated
Organization updated
Triggers when any detail of an existing organization is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Pipeline created
Triggers when a new pipeline is created
Product created
Triggers when a new product is created
Note created
Triggers when a new note is added
Contact added
Triggers when a new contact is added to the specified list
SMS received
Triggers when a new SMS is received
All Actions - Actions are the automated tasks
Create product
Creates a new project
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact person
Creates a contact new person
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Add products to a deal
Adds multiple products to a deal
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
Update contact person
Updates the details of an existing contact person
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send fax
Sends a new fax
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
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 MMS
Sends a new MMS
Send SMS
Sends a new SMS
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Create contact list
Creates a new contact list
Send email campaign
Sends a new email campaign
Copy contact to list
Copies an existing contact from one list to another
Transfer contact to list
Moves an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
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
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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