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

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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
  1. The flow triggers when a new contact person is created in Pipedrive.
  2. Zoho Flow sends a new SMS in ClickSend.
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Send a welcome email in ClickSend for a recently created contact in Pipedrive

Pipedrive + ClickSend

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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
  1. The flow triggers when a new contact person is created in Pipedrive.
  2. Zoho Flow creates a new contact in ClickSend.
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Create a contact in ClickSend each time a contact is created in Pipedrive

Pipedrive + ClickSend

Build your own integrations between Pipedrive and ClickSend

Connect Pipedrive and ClickSend with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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

Organization created

Triggers when a new organization is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Note added

Triggers when a new note is added

Deal created

Triggers when a new deal is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

SMS received

Triggers when a new SMS is received

Contact added

Triggers when a new contact is added to the specified list

All Actions - Actions are the automated tasks

Update deal

Updates the details of an existing deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create activity

Creates a new activity

Create product

Creates a new product

Create deal

Creates a new deal

Create project

Creates a new project

Create organization

Creates a new organization

Create lead

Creates a new lead

Create contact person

Creates a new contact person for the selected organization

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Fetch activity

Fetches the details of an existing user activity

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch organization by name

Fetches the details of an existing organization by name

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch user by name

Fetches the details of an existing user by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch product by name

Fetches the details of an existing product by name

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 MMS

Sends a new MMS

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 SMS to contact list

Sends a new SMS to the selected list of contacts

Send fax

Sends a new fax

Create contact list

Creates a new contact list

Send email campaign

Sends a new email campaign

Send voice message

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

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

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

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.

What is ClickSend?

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

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 >

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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