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Integrate Onpipeline with ClickSend
Send information between Onpipeline and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Dispatch a welcome message in ClickSend for newly created contacts in Onpipeline
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from ClickSend each time a new contact is created in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow sends a new SMS in ClickSend.
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Dispatch a welcome message in ClickSend for newly created contacts in Onpipeline
Onpipeline + ClickSend
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Create a new contact in ClickSend when a new contact is created in Onpipeline
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 Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- 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 Onpipeline
Onpipeline + ClickSend
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Build your own integrations between Onpipeline and ClickSend
Connect Onpipeline 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 Onpipeline and ClickSend using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when the details of an existing deal are updated
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Deal updated as won
Triggers when the status of a deal is updated as won
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Deal updated as lost
Triggers when the status of a deal is updated as lost
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Deal updated as open
Triggers when the status of a deal is updated as open
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Deal created
Triggers when a new deal is created
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Person added
Triggers when a new contact person is added
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Note added
Triggers when a new note is added
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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Deal updated as deleted
Triggers when the status of a deal is updated as deleted
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Event updated
Triggers when a calendar event is updated
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Contact added
Triggers when a new contact is added to the specified list
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SMS received
Triggers when a new SMS is received
All Actions - Actions are the automated tasks
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Add organization
Adds a new organization
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Add widget
Adds a new widget
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Add note
Adds a new note
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Add action menu
Adds a new action menu
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Add person
Adds a new contact person
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Update person
Updates the details of an existing contact person
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Update deal
Updates the details of an existing deal
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Undelete deal
Restores a deleted deal and set the status to open
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Update organization
Updates the details of an existing organization
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Fetch event
Fetches the details of an existing event by ID
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Fetch person
Fetches the details of an existing person by full name
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Fetch organization
Fetches the details of an existing organisation by name
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Remove action menu
Removes an existing action menu using link ID
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Remove widget
Removes an existing widget using link ID
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Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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Send SMS
Sends a new SMS
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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.
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Create contact
Creates a new contact
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Send SMS to contact list
Sends a new SMS to the selected list of contacts
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Send MMS
Sends a new MMS
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Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
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Send email campaign
Sends a new email campaign
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Send voice message
Sends a text-to-speech message to a mobile phone or landline number
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Send fax
Sends a new fax
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Create contact list
Creates a new contact list
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Fetch contact list
Fetches a contact list by name
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Update contact list
Updates the details of an existing contact list
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Copy contact to list
Copies an existing contact from one list to another
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Update contact
Updates the details of an existing contact by ID
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Transfer contact to list
Moves an existing contact from one list to another
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Fetch email campaign
Fetches the details of an existing email campaign
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Fetch contact
Fetches the details of an existing contact
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
Similar apps
What is ClickSend?
ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.
Similar apps
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Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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