Integrate Onpipeline with Clickatell
Send information between Onpipeline and Clickatell automatically, without writing any code, using Zoho Flow.
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Dispatch a welcome message in Clickatell for newly created contacts in Onpipeline
Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in Clickatell whenever a new contact is added in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow sends a new SMS in Clickatell.
Dispatch a welcome message in Clickatell for newly created contacts in Onpipeline
Onpipeline + Clickatell
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Supported triggers and actions
Integrate Onpipeline and Clickatell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event updated
Triggers when a calendar event is updated
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Send SMS
Sends a new SMS
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.
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Technical Engineer, Master Liveaboards
