Integrate Upsales with ClickSend

Send information between Upsales and ClickSend automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Trigger an SMS notification via ClickSend upon a booking creation in Upsales

Send SMS confirmations to assist customers in managing their appointments efficiently. This flow will send a text message from ClickSend following a new booking in Upsales.

How it works
  1. The flow triggers when a new appointment is created in Upsales.
  2. Zoho Flow sends a new SMS in ClickSend.
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Trigger an SMS notification via ClickSend upon a booking creation in Upsales

Upsales + ClickSend

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Send a greeting email in ClickSend for a newly added contact in Upsales

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from ClickSend each time a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow sends a new SMS in ClickSend.
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Send a greeting email in ClickSend for a newly added contact in Upsales

Upsales + ClickSend

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Create a new contact in ClickSend when a new contact is created in Upsales

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in ClickSend whenever a new contact is added in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. 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 Upsales

Upsales + ClickSend

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Add a new contact in ClickSend whenever a new contact is added in Upsales

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in ClickSend whenever a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in ClickSend.
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Add a new contact in ClickSend whenever a new contact is added in Upsales

Upsales + ClickSend

Build your own integrations between Upsales and ClickSend

Connect Upsales 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 Upsales and ClickSend using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

Order placed

Triggers when a new order is placed

User created

Triggers when a new user is created

Appointment created

Triggers when a new appointment is created

Activity created

Triggers when a new activity is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Event created

Triggers when a new event is created

Contact created

Triggers when a new contact is created

Contact added

Triggers when a new contact is added to the specified list

SMS received

Triggers when a new SMS is received

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create contact

Creates a new contact

Create appointment

Creates a new appointment

Create order

Creates a new order

Create activity

Creates a new activity

Create product

Creates a new product

Send voice message

Sends a text-to-speech message to a mobile phone or landline number

Create contact list

Creates a new contact list

Send email campaign

Sends a new email campaign

Create contact

Creates a new contact

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.

Send MMS

Sends a new MMS

Send SMS

Sends a new SMS

Send SMS to contact list

Sends a new SMS to the selected list of contacts

Send fax

Sends a new fax

Send postcard

Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.

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

Copy contact to list

Copies an existing contact from one list to another

Fetch contact

Fetches the details of an existing contact

Fetch email campaign

Fetches the details of an existing email campaign

What is Upsales?

Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.

What is ClickSend?

ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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