Integrate Freshsales with Clickatell
Send information between Freshsales 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 Freshsales
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in Clickatell whenever a new contact is added in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow sends a new SMS in Clickatell.
Dispatch a welcome message in Clickatell for newly created contacts in Freshsales
Freshsales + Clickatell
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Supported triggers and actions
Integrate Freshsales and Clickatell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New lead
Triggers when a new lead is created in the selected view
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create deal
Creates a new deal
Add note to contact
Adds a note to the selected contact
Add note to lead
Adds a note to the selected lead
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Update lead
Updates the details of an existing lead
Fetch lead by ID
Fetches a lead by ID
Fetch contact by email address
Fetches a contact by email
Fetch contact by ID
Fetches a contact by ID
Fetch lead by email address
Fetches a lead by email
Send SMS
Sends a new SMS
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
