When Form response is created in InstantPage.dev > Add staff in PerfexCRM > Send SMS in Clickatell
When Form response is created in InstantPage.dev then Add staff in PerfexCRM and Send SMS in Clickatell
PerfexCRM + Clickatell Integration
Integrate Clickatell to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Capture incoming messages, create and update records in your CRM, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
SMS is sent in Clickatell Instant
2.
Create lead in PerfexCRM- Search lead in PerfexCRM
- Create customer in PerfexCRM
- Create ticket in PerfexCRM
- Search customer in PerfexCRM
- Update customer in PerfexCRM
- Create task in PerfexCRM
- Create contact in PerfexCRM
- Create invoice in PerfexCRM
- Search invoice in PerfexCRM
- Update task in PerfexCRM
- Search task in PerfexCRM
- Create project in PerfexCRM
- Search project in PerfexCRM
- Add staff in PerfexCRM
- Search ticket in PerfexCRM
- Send SMS in Clickatell
Trusted by experts at...
Ready Workflows for Clickatell + PerfexCRM Integration
Capture incoming SMS messages, create leads, update customer records, and log details in your CRM, all in just one click.
Most popular automations
When Form response is created in InstantPage.dev > Create lead in PerfexCRM > Send SMS in Clickatell
When Form response is created in InstantPage.dev then Create lead in PerfexCRM and Send SMS in Clickatell
When Form response is created in The Course Creator's Kit > Add staff in PerfexCRM > Send SMS in Clickatell
When Form response is created in The Course Creator's Kit then Add staff in PerfexCRM and Send SMS in Clickatell
When Form response is created in The Course Creator's Kit > Create lead in PerfexCRM > Send SMS in Clickatell
When Form response is created in The Course Creator's Kit then Create lead in PerfexCRM and Send SMS in Clickatell
When Form response is created in Squeezify > Add staff in PerfexCRM > Send SMS in Clickatell
When Form response is created in Squeezify then Add staff in PerfexCRM and Send SMS in Clickatell
When Form response is created in Squeezify > Create lead in PerfexCRM > Send SMS in Clickatell
When Form response is created in Squeezify then Create lead in PerfexCRM and Send SMS in Clickatell
When Form response is created in Funky Media Agency > Add staff in PerfexCRM > Send SMS in Clickatell
When Form response is created in Funky Media Agency then Add staff in PerfexCRM and Send SMS in Clickatell
When Form response is created in Funky Media Agency > Create lead in PerfexCRM > Send SMS in Clickatell
When Form response is created in Funky Media Agency then Create lead in PerfexCRM and Send SMS in Clickatell
When Form response is created in Folioze > Add staff in PerfexCRM > Send SMS in Clickatell
When Form response is created in Folioze then Add staff in PerfexCRM and Send SMS in Clickatell
When Form response is created in Folioze > Create lead in PerfexCRM > Send SMS in Clickatell
When Form response is created in Folioze then Create lead in PerfexCRM and Send SMS in Clickatell
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clickatell + PerfexCRM flow
Send notification emails, log data in spreadsheets, and manage team tasks once your Clickatell and PerfexCRM workflow completes. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) +
Trello (4)
Trello (4) C
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When an SMS is sent in Clickatell, create a customer in PerfexCRM, and create a customer in Stripe.
New Clickatell SMS triggers a customer record in PerfexCRM and sets up a billing profile in Stripe automatically.
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When a new charge is created in Stripe, send an SMS in Clickatell, and create an invoice in PerfexCRM.
Successful Stripe charges trigger a confirmation SMS in Clickatell and log an invoice in PerfexCRM.
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If a Stripe payment fails, search the customer in PerfexCRM and send an alert SMS in Clickatell.
Failed Stripe payments locate the customer profile in PerfexCRM and dispatch a notification SMS via Clickatell.
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Use ChatGPT to review failed Stripe charges, create a task in PerfexCRM, and send an SMS via Clickatell.
ChatGPT analyzes failed Stripe charges, opens a follow-up task in PerfexCRM, and triggers an SMS alert in Clickatell.
Supported triggers and actions for PerfexCRM and Clickatell
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
Clickatell Triggers & Actions
What can you automate with Clickatell + PerfexCRM?
Streamline customer communication, CRM updates, and lead management with ready-made workflows.
💬
Convert incoming SMS messages into CRM leads instantly
Capture every SMS sent in Clickatell and create a corresponding lead in PerfexCRM without manual data entry. Ensure every prospect is tracked from their very first message.
📋
Capture every submitted field in your CRM records
Map all incoming SMS details and customer attributes directly into PerfexCRM fields instead of basic names. Your CRM database becomes a more complete source for review and follow-up.
🔔
Tell the right team member as soon as a lead arrives
Trigger instant notifications whenever an inbound SMS generates a new PerfexCRM lead or support ticket. Keep your staff informed and ready to respond without delay.
🔀
Route records based on submitted message content
Evaluate incoming text messages for specific keywords or urgency levels, then direct them to create priority tickets or standard customer profiles in PerfexCRM accordingly.
🔄
Keep customer records updated as status changes
Synchronize customer profile updates between Clickatell and PerfexCRM automatically. Ensure contact details and account statuses match across your entire tech stack.
🔍
Search and update existing records instead of duplicating
Check whether a customer already exists in PerfexCRM before creating new entries from incoming SMS messages. Maintain a clean database free of duplicate contacts.
🧾
Handle later status changes like ticket resolution
Update customer tasks, invoices, or tickets in PerfexCRM when follow-up actions occur, ensuring your project pipeline remains completely accurate.
🌐
Extend your workflow to Slack or Google Sheets
Connect your Clickatell and PerfexCRM automation to Slack or Google Sheets to log data and notify your team in real time.
And much more...
Who is Clickatell + PerfexCRM integration for?
Operations teams, sales managers, and customer support leads rely on this integration to eliminate manual data entry and keep client communications synchronized.
Performance marketers
Customer support leads
Account managers
Sales operations teams
Project coordinators
Business owners
📈
Performance marketers
You're running SMS marketing campaigns in Clickatell but your CRM only updates when someone manually exports contacts, so the lead counts you're reviewing are always a few hours behind — with this integration, every new SMS response creates a lead instantly and your data stays current.
⚡
Customer support leads
You manage client inquiries arriving via text message, but support tickets in PerfexCRM get created hours later because agents copy details by hand, so response times suffer — automations between both apps mean every incoming SMS opens a ticket immediately.
🤝
Account managers
You answer to clients who want immediate confirmation after sending account updates, but manual messaging leaves gaps in your communication history — connecting these apps means client touchpoints are logged and confirmed automatically.
📊
Sales operations teams
The volume of inbound SMS leads is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned contacts — with this integration, every inbound message creates a tracked CRM lead right away.
🔧
Project coordinators
You own the client onboarding stage and depend on sales reps to hand over SMS inquiries, but handoffs stall without centralized records — this integration means every interaction flows directly into your CRM tasks and projects.
📋
Business owners
You need a reliable history of all client communications, but manual record-keeping keeps leaving gaps in your customer database — automating both apps means every message and lead is captured accurately.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate PerfexCRM + Clickatell
Build and manage your PerfexCRM + Clickatell automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + Clickatell with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions
How do I connect Clickatell to PerfexCRM?
You can connect Clickatell to PerfexCRM in one click using ready-made flows or ask Integrately AI to build your automation. It integrates smoothly with Stripe, Gmail, Mailchimp, Slack, Google Sheets, and Trello.
Can I automatically create a PerfexCRM lead when an SMS is sent in Clickatell?
Can I connect Clickatell, PerfexCRM, and Slack?
What is a good Zapier alternative for Clickatell and PerfexCRM?
How does Clickatell handle incoming message data for this integration?
Can I update customer details in PerfexCRM using Clickatell events?
Do I need coding skills to connect Clickatell and PerfexCRM?
Is the Clickatell and PerfexCRM integration free?
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