Clickatell + Salesforce Integration

Integrate Clickatell to Salesforce in one click, or tell Integrately AI how you want each lead handled. Send automated text alerts, update customer records, log sales tasks, and notify your team instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clickatell
    SMS is sent in Clickatell Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows for Clickatell + Salesforce Integration

Capture leads, send SMS alerts, update customer records, and log follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Clickatell Integration

Send Clickatell message for new Salesforce record

Automatically sending a Clickatell message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Clickatell integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Clickatell message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Clickatell Integration

Send Clickatell message for new Salesforce task

With this Salesforce - Clickatell integration, whenever a new task is created in Salesforce, message will be sent via Clickatell. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + Clickatell Integration

Send Clickatell message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending Clickatell message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - Clickatell integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Connect more apps to your Clickatell + Salesforce flow

Streamline your pipeline by connecting data capture, messaging, and CRM updates into unified workflows. Pick a combination and activate it in one click.

Clickatell
Salesforce
+
ShopifyShopify (3)
+
ZendeskZendesk (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
+
SlackSlack (3)
S
S
C
Create a Shopify order from every new Salesforce contact, and send an SMS via Clickatell
New Salesforce contacts instantly generate a Shopify order while Clickatell dispatches an SMS notification.
S
S
C
When a Shopify order is created, create a lead in Salesforce and send an SMS via Clickatell
Every Shopify order automatically creates a Salesforce lead and triggers a Clickatell text message.
S
S
C
Update Salesforce records when a Shopify customer is updated, and send a status update via Clickatell
Shopify customer updates instantly refresh Salesforce records and dispatch a Clickatell SMS alert.

Supported triggers and actions for Clickatell and Salesforce

Mix and match to build the exact automation you need

Clickatell
Clickatell Triggers & Actions
Instant
SMS is sent in Clickatell
Triggers the automation when a text message is sent
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Send SMS in Clickatell
Sends a text message to particular recipients
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Clickatell + Salesforce?

Streamline customer communication and data synchronization between your CRM and messaging platform.

What you can automate?
💬
Send SMS alerts for new CRM leads
Automatically trigger a Clickatell text message the moment a new lead or contact is created in Salesforce. Keep prospects engaged without manual messaging.
📋
Capture every submitted contact detail
Map all incoming lead parameters directly into Salesforce fields instead of just names and numbers. Your CRM becomes a complete repository.
🔔
Notify teams when records update
Send instant notifications or texts whenever critical customer fields change in Salesforce. Ensure your staff acts on fresh information.
🔀
Route messages based on lead fields
Send tailored text messages depending on specific criteria submitted in your Salesforce records. Deliver relevant messaging to every audience segment.
🔄
Keep Salesforce records up to date
Automatically update existing contact or lead records in Salesforce when messaging states change in Clickatell. Maintain clean data effortlessly.
🔍
Search and update without duplicates
Lookup existing records in Salesforce before creating new entries to prevent duplicate profiles. Keep your database clean and organized.
⏱️
Handle later status changes smoothly
Trigger follow-up actions when a lead status changes, an opportunity closes, or a case resolves in Salesforce.
🔌
Extend workflows to external apps
Connect your Clickatell and Salesforce flow to Slack, Google Sheets, or Shopify to notify teams and log external activities.
And much more...

Who is Clickatell + Salesforce integration for?

Revenue teams, support agents, and operations managers streamline customer communication and CRM data management without manual data entry.

Sales Operations Managers
Sales Operations Managers
Customer Support Teams
Customer Support Teams
Account Executives
Account Executives
Marketing Specialists
Marketing Specialists
Business Analysts
Business Analysts
Project Coordinators
Project Coordinators
📈
Sales Operations Managers
You rely on Salesforce lead data to forecast revenue, but manual tracking leaves your pipeline figures out of date — with this integration, every customer interaction updates your records instantly and your reports stay accurate.
Customer Support Teams
You need to dispatch timely SMS updates when support tickets open, but manual messaging causes frustrating delivery delays — with this integration, every CRM event triggers instant Clickatell texts so customers never wait.
🤝
Account Executives
You depend on swift client communication to close deals, but switching between tools slows down your follow-up cadence — with this integration, automated texts and CRM updates happen simultaneously without manual effort.
📊
Marketing Specialists
You capture high volumes of leads across multiple channels, but transferring them into Salesforce by hand creates massive backlogs — with this integration, every submission populates your CRM and sends welcome texts immediately.
⚙️
Business Analysts
You review pipeline metrics to drive strategic decisions, but fragmented communication tools cause missing data points in your reports — with this integration, every messaging event links directly to your Salesforce records.
📋
Project Coordinators
You need a reliable audit trail of client messaging and CRM updates, but manual note-taking results in frequent gaps — with this integration, every action is logged automatically across both platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Clickatell + Salesforce

Build and manage your Clickatell + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clickatell + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
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.
Secure by design
Secure by design
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Clickatell to Salesforce?
Frequently Asked Questions
You can connect Clickatell to Salesforce in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations involving Shopify, Zendesk, Mailchimp, Google Sheets, Stripe, and Slack.
Can I automatically send an SMS in Clickatell when a lead is created in Salesforce?
Frequently Asked Questions
Can I connect Clickatell, Salesforce, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Clickatell and Salesforce?
Frequently Asked Questions
How does Clickatell handle messaging data in integrations?
Frequently Asked Questions
Can Salesforce fields update automatically based on Clickatell events?
Frequently Asked Questions
Do I need coding skills to automate Clickatell and Salesforce?
Frequently Asked Questions
Is the Clickatell and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Clickatell or Salesforce With 1500+ Other Apps

Clickatell
Popular Clickatell Integrations
Connect Clickatell with messaging, notification, and CRM platforms to manage and broadcast your customer communications.
Salesforce
Popular Salesforce Integrations
Sync Salesforce with analytics, marketing, and project management tools to keep customer data working across your stack.