Integrate Salesflare with Clickatell
Send information between Salesflare and Clickatell automatically, without writing any code, using Zoho Flow.
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Send a greeting email in Clickatell for a newly added contact in Salesflare
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from Clickatell each time a new contact is created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow sends a new SMS in Clickatell.
Send a greeting email in Clickatell for a newly added contact in Salesflare
Salesflare + Clickatell
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Supported triggers and actions
Integrate Salesflare and Clickatell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
New account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create call
Creates a new call
Create account
Creates a new account
Create contact
Creates a new contact
Add user to account
Adds an existing user to the selected account
Add contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create task
Creates a new task
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch person
Fetches a person by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Send SMS
Sends a new SMS
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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.
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Owain ap Rees
Sales Director, Artico
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.
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Director, Perth Security Services
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Toto
Technical Engineer, Master Liveaboards
