ClickSend SMS + Vtiger CRM

Create contacts in ClickSend SMS for new leads in Vtiger CRM

Stay ahead in your sales game with this practical workflow. When a fresh lead surfaces in your Vtiger CRM, it creates a corresponding contact in your ClickSend SMS, removing the burden of repetitive data entry and allowing swift and meaningful engagement with leads. This smooth and efficient process enhances your customer relationship management approach.

When this happens...
New Lead
Triggers when a new Lead is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact in a list.
ActionWrite

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Supported triggers and actions

What does this mean?

Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
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New Case
Triggers when a new Case is created.
Trigger
Scheduled
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New Event
Triggers when a new event is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
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New Service
Triggers when a new Service is created.
Trigger
Scheduled
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New Todo
Triggers when a new todo is created.
Trigger
Scheduled
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Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write
New Incoming SMS
Triggers when a new incoming sms is received.
Trigger
Instant
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- List NameRequired
Action
Write
- Contact ListRequired
Action
Write
- ToRequired
- SubjectRequired
- BodyRequired
- Schedule
- From
- Custom String
- Media URLRequired
Action
Write
- PDF File UrlRequired
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
- Custom String
- Priority
Action
Write
- ToRequired
- MessageRequired
- Schedule
- From
- Custom String
- Contact ID
Action
Write
- Contact List NameRequired
- MessageRequired
- Schedule
- From
- Custom String
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create SMS Campaign
This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are option
Action
Write
- Contact ListRequired
- Email AddressRequired
Action
Search

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
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New Product
Triggers when a new Product is created.
Trigger
Scheduled
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New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
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Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Scheduled
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Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write
- Contact ListRequired
- First Name
- Last Name
- Phone Number
- Email
- Fax Number
- Organization Name
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write
- Contact ListRequired
- Contact IDRequired
Action
Write
- ToRequired
- FromRequired
- Custom String
- PDF File UrlRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- Media URLRequired
- SubjectRequired
- MessageRequired
- Schedule
Action
Write
- Custom String
- PDF File UrlRequired
- Priority
- Template Used
- Colour
- Duplex
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- MessageRequired
- Schedule
Action
Write
- ToRequired
- MessageRequired
- Language
- VoiceRequired
- From
- Schedule
- Custom String
Action
Write
Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
Action
Write
- List NameRequired
Action
Search
- Contact ListRequired
- Phone NumberRequired
Action
Search

About ClickSend SMS

ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.

Learn more Help

Related categories

Phone & SMS

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Help

Related categories

CRM (Customer Relationship Management)

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ClickSend SMS + Vtiger CRM

Create contacts in ClickSend SMS for new leads in Vtiger CRM

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

New Incoming SMS

Create Contact List

Delete Contact List

Contact ListRequired

Send MMS

ToRequired

SubjectRequired

BodyRequired

Schedule

From

Custom String

Media URLRequired

Send Postcard

PDF File UrlRequired

Address NameRequired

Line 1Required

Line 2

CityRequired

State

Postal CodeRequired

CountryRequired

Return AddressRequired

Custom String

Priority

Send SMS

ToRequired

MessageRequired

Schedule

From

Custom String

Contact ID

Send SMS to Contact List

Contact List NameRequired

MessageRequired

Schedule

From

Custom String

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Create SMS Campaign

Search Contact by Email Address

Contact ListRequired

Email AddressRequired

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

Create Contact

Contact ListRequired