Integrate Copper with ClickSend

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

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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
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow sends a new SMS in ClickSend.
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Dispatch a welcome message in ClickSend for newly created contacts in Copper

Copper + ClickSend

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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
  1. The flow triggers when a new person is added in Copper.
  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 Copper

Copper + ClickSend

Build your own integrations between Copper and ClickSend

Connect Copper and ClickSend with over 700+ 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

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

Activity created

Triggers when a new activity is created

Lead created

Triggers when a new lead 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 company

Creates a new company

Create task

Creates a new task

Create project

Creates a new project

Create activity

Creates a new activity for a person, company, opportunity, or lead

Create or update lead

Creates or updates the details of a lead

Create opportunity

Creates a new opportunity

Add person

Adds a new person

Update opportunity

Updates the details of an existing opportunity

Update person

Updates the details of an existing person

Update company

Updates the details of an existing company

Update project

Updates the details of an existing project

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Fetch company

Fetches the details of an existing company by name

Create contact

Creates a new contact

Create contact list

Creates a new contact list

Send MMS

Sends a new MMS

Send SMS to contact list

Sends a new SMS to the selected list of contacts

Send email campaign

Sends a new email campaign

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 fax

Sends a new fax

Send voice message

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

Send SMS

Sends a new SMS

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

Updates the details of an existing contact by ID

Fetch contact list

Fetches a contact list by name

Copy contact to list

Copies an existing contact from one list to another

Update contact list

Updates the details of an existing contact list

Fetch contact

Fetches the details of an existing contact

Fetch email campaign

Fetches the details of an existing email campaign

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

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.

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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 >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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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