Integrate Copper with ClickSend
Send information between Copper and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new person is added in Copper.
- Zoho Flow sends a new SMS in ClickSend.
Dispatch a welcome message in ClickSend for newly created contacts in Copper
Copper + ClickSend
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
- The flow triggers when a new person is added in Copper.
- Zoho Flow creates a new contact in ClickSend.
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
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Lead created
Triggers when a new lead is created
Person updated
Triggers when any detail of an existing person 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
Create opportunity
Creates a new opportunity
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create task
Creates a new task
Create company
Creates a new company
Add person
Adds a new person
Create project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
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 postcard
Sends a postcard through the post. The PDF is printed and delivered to any address globally.
Send MMS
Sends a new MMS
Send SMS
Sends a new SMS
Send email campaign
Sends a new email campaign
Send fax
Sends a new fax
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to any address globally.
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send voice message
Sends a text-to-speech message to a mobile phone or landline
Create contact list
Creates a new contact list
Create contact
Creates a new contact
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 email campaign
Fetches the details of an existing email campaign
Fetch contact
Fetches the details of an existing contact
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
