Integrate Copper with ClickSend

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

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Dispatch a welcome message in ClickSend for newly created contacts in Copper

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in ClickSend when a new contact is created in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow sends a new SMS in ClickSend.
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Dispatch a welcome message in ClickSend for newly created contacts in Copper

Copper + ClickSend

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Create a new contact in ClickSend when a new contact is created in Copper

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a contact in ClickSend every time a contact is created in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow creates a new contact in ClickSend.
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Create a new contact in ClickSend when a new contact is created in Copper

Copper + ClickSend

Build your own integrations between Copper and ClickSend

Connect Copper and ClickSend with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Copper and ClickSend using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

Activity created

Triggers when a new activity is created

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 project

Creates a new project

Create company

Creates a new company

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Create or update lead

Creates or updates the details of a lead

Add person

Adds a new person

Create activity

Creates a new activity for a person, company, opportunity, or lead

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

Update opportunity

Updates the details of an existing opportunity

Fetch project

Fetches the details of an existing project by name

Fetch person

Fetches the details of a person by email

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

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

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

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.

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Logic

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

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Custom functions

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

Learn more >

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CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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Technical Engineer, Master Liveaboards

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