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 deal
Triggers when a new deal is created in the selected view
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 lead
Triggers when a new lead is created in the selected view
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create lead
Creates a new lead
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Add note to contact
Adds a note to the selected contact
Convert lead
Converts a lead to contact
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by email address
Fetches the details of an existing 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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What is Clickatell?
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Webhook triggers
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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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