Integrate Zoho CRM with ClickSend

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

Explore prebuilt integration flows to get started

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Send a greeting email in ClickSend for a newly added contact in Zoho CRM

Send personalized welcome emails to every new contact in your customer relationship management platform. This workflow ensures that a welcome email is sent in ClickSend whenever a new contact is added in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  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 Zoho CRM

Zoho CRM + ClickSend

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Set up a new contact in ClickSend when a contact is created in Zoho CRM

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will add a new contact in ClickSend for every new contact created in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in ClickSend.
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Set up a new contact in ClickSend when a contact is created in Zoho CRM

Zoho CRM + ClickSend

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Generate a new contact in ClickSend each time a new contact is created in Zoho CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in ClickSend whenever a new contact is added in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in ClickSend.
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Generate a new contact in ClickSend each time a new contact is created in Zoho CRM

Zoho CRM + ClickSend

Build your own integrations between Zoho CRM and ClickSend

Connect Zoho CRM 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 Zoho CRM and ClickSend using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New note

Triggers when a new note is added

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New lead

Triggers when a new lead is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is created

Updated module entry

Triggers when an entry is updated in the selected module

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

Convert lead to contact

Converts a lead to a contact

Update related module entry

Relates an entry in this module with an entry in another module

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add tags

Adds tags to the specified record

Add user

Adds a new user

Draft email template

Drafts an email based on the selected template

Send mail merge

Sends a mail merge with details of the selected record

Send email template

Sends an email to the specified users

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Raise signal

Raises a signal to Zoho CRM

Remove tags

Removes tags from the specified record

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Update module entry

Updates the specified module entry

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add note

Adds a note to the selected module

Update user

Updates the details of an existing user based on user ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch email template

Fetches an email template by name

Fetch account

Fetches an account by its name or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

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 Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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