Integrate ClickSend with Zoho CRM
Send information between ClickSend and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in ClickSend for a newly added contact in Zoho CRM
Send personalized welcome emails to every new contact in your customer relationship management platform. This workflow ensures that a welcome email is sent in ClickSend whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow sends a new SMS in ClickSend.
Send a greeting email in ClickSend for a newly added contact in Zoho CRM
Zoho CRM + ClickSend
Set up a new contact in ClickSend when a contact is created in Zoho CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will add a new contact in ClickSend for every new contact created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in ClickSend.
Set up a new contact in ClickSend when a contact is created in Zoho CRM
Zoho CRM + ClickSend
Generate a new contact in ClickSend each time a new contact is created in Zoho CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in ClickSend whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in ClickSend.
Generate a new contact in ClickSend each time a new contact is created in Zoho CRM
Zoho CRM + ClickSend
Build your own integrations between ClickSend and Zoho CRM
Connect ClickSend and Zoho CRM with over 600+ 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
SMS received
Triggers when a new SMS is received
Contact added
Triggers when a new contact is added to the specified list
New lead
Triggers when a new lead 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
Entry created or updated
Triggers when a record entry is created or updated
New user
Triggers when a new user is created
New contact
Triggers when a new contact is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
New note
Triggers when a new note is added
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create contact list
Creates a new contact list
Send MMS
Sends a new MMS
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send email campaign
Sends a new email campaign
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 fax
Sends a new fax
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Send SMS
Sends a new SMS
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
Transfer contact to list
Moves an existing contact from one list to another
Update contact
Updates the details of an existing contact by ID
Fetch contact list
Fetches a contact list by name
Copy contact to list
Copies an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
Fetch contact
Fetches the details of an existing contact
Fetch email campaign
Fetches the details of an existing email campaign
Update module entry
Updates the specified module entry
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Remove tags
Removes tags from the specified record
Add note
Adds a note to the selected module
Update related module entry
Relates an entry in this module with an entry in another module
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
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 event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
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.
Similar apps
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.
Similar apps
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
