Apptivo + ClickSend SMS Integration

Connect Apptivo to ClickSend SMS - Automate your workflows in 1-click

Make use of Apptivo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up ClickSend SMS automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Get the best of both with Integrately’s Apptivo + ClickSend SMS integration.

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Ready Workflows For Apptivo + ClickSend SMS Integration

Just click on the workflow you want to automate

Create ClickSend SMS contact for new Apptivo contact

If you're using Apptivo to manage your sales leads, it's important to also use ClickSend SMS to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Apptivo, a corresponding contact will automatically be created in ClickSend SMS.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Send ClickSend SMS message for new Apptivo contact

Anytime a new contact is added to your Apptivo, automatically send them a message through ClickSend SMS letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Apptivo - ClickSend SMS integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

Activate

When Lead is created in Apptivo > Check condition > Create contact in ClickSend SMS

Apptivo + ClickSend SMS Integration

Activate

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Create Your Own Apptivo & ClickSend SMS Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Case is created in Apptivo
Triggers the automation whenever a new case is created
Instant
Case is updated in Apptivo
Triggers the automation whenever any case is updated
Instant
Case is deleted in Apptivo
Triggers the automation whenever any case is deleted
Instant
Contact is created in Apptivo
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Apptivo
Triggers the automation whenever a contact is updated
Instant
Opportunity is created in Apptivo
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Apptivo
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is deleted in Apptivo
Triggers the automation whenever any opportunity is deleted
Instant
Customer is created in Apptivo
Triggers the automation whenever a new customer is created
Instant
Customer is updated in Apptivo
Triggers the automation whenever customer details are updated
Instant
Customer is deleted in Apptivo
Triggers the automation whenever a customer is removed from the database
Instant
Contact is deleted in Apptivo
Triggers the automation whenever a contact is removed from the particular list
Instant
Project is created in Apptivo
Triggers the automation whenever a new project is created
Instant
Project is updated in Apptivo
Triggers the automation whenever a project is updated
Instant
Project is deleted in Apptivo
Triggers the automation whenever a project is deleted
Instant
Lead is created in Apptivo
Triggers the automation whenever a new lead is created
Instant
Lead is updated in Apptivo
Triggers the automation whenever the lead information is updated
Instant
Lead is deleted in Apptivo
Triggers the automation whenever a lead is removed from the system
Instant
Incoming SMS is received in ClickSend SMS
Triggers the automation whenever an incoming SMS is received
Instant

Create contact in Apptivo
Automatically adds a new contact to the database
Search contact in Apptivo
Automatically finds and retrieves contact information
Create lead in Apptivo
Automatically generates new leads for potential customers
Search lead by email in Apptivo
Automatically retrieves information for a particular lead using their email
Create customer in Apptivo
Automatically adds a new customer to the database
Create opportunity in Apptivo
Automatically creates a new instance of the support system
Search customer by customer number in Apptivo
Automatically retrieves customer information based on customer number input
Search opportunity by name in Apptivo
Automatically searches for a opportunity by its name
Search case by Email in Apptivo
Automatically retrieves a case using an email address
Upload file in ClickSend SMS
Automatically uploads a file
Send SMS in ClickSend SMS
Automatically sends a text message
Send post letter in ClickSend SMS
Automatically sends a physical letter through postal mail
Send SMS to contact list in ClickSend SMS
Automatically sends a text message to a contact list
Create contact in ClickSend SMS
Automatically adds a new contact to the database
Search contact by email address in ClickSend SMS
Automatically finds and retrieves contact information using their email address
Search contact by phone in ClickSend SMS
Automatically find information about a contact using the phone number
Delete contact in ClickSend SMS
Automatically removes a contact from the address book
Send fax in ClickSend SMS
Automatically sends a fax
Send MMS in ClickSend SMS
Automatically sends a multimedia message
Send voice in ClickSend SMS
Automatically sends a voice message
Send postcard in ClickSend SMS
Automatically sends a physical postcard
Create contact list in ClickSend SMS
Automatically generates a list of contacts from particular criteria
Delete contact List in ClickSend SMS
Automatically removes all contacts from the designated list
Search contact lists in ClickSend SMS
Automatically searches for a contact in the contact list

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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Integrate Apptivo & ClickSend SMS In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Apptivo or ClickSend SMS With 1200+ Other Apps

Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.

See Apptivo Integrations

ClickSend SMS provides cloud-based solutions for businesses like sending bulk messages and scheduling, real-time tracking, and reporting of the sent message.

See ClickSend SMS Integrations