ClickSend SMS + Close Integration

Integrate ClickSend SMS to Close in one click, or tell Integrately AI how you want each lead handled. Capture incoming messages, create CRM records, update your pipeline, and trigger follow-ups automatically.

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1.
  • ClickSend SMS
    Incoming SMS is received in ClickSend SMS Instant
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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2.

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Ready Workflows Ready Workflows for ClickSend SMS + Close Integration

Capture incoming messages, create CRM leads, update contact records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + ClickSend SMS Integration

Send ClickSend SMS message for new Close contact

Anytime a new contact is added to your Close, 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 Close - 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!
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Activate
Close + ClickSend SMS Integration

Send ClickSend SMS message for new Close task

With this Close - ClickSend SMS integration, whenever a new task is created in Close, message will be sent via ClickSend SMS. 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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Activate
Close + ClickSend SMS Integration

Send ClickSend SMS message for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending ClickSend SMS 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 Close - ClickSend SMS integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
See more
Activate
Close + ClickSend SMS Integration

Create ClickSend SMS contact for new Close contact

If you're using Close 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 Close, 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.
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Activate
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickSend SMS + Close flow

Extend your communication and CRM setup with scheduling, email, support, and billing tools. Pick a combination and activate it in one click.

ClickSend SMS
Close
+
Google CalendarGoogle Calendar (6)
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GmailGmail (6)
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HubSpotHubSpot (6)
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CalendlyCalendly (6)
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SlackSlack (6)
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StripeStripe (6)
C
C
G
When an incoming SMS is received in ClickSend SMS, create a lead in Close and schedule a follow-up event in Google Calendar.
Incoming texts automatically spawn a Close lead and block time on Google Calendar, keeping your sales schedule aligned with customer outreach.
C
C
G
Log every new Close lead in ClickSend SMS contacts, and add a preparation meeting in Google Calendar.
New Close leads automatically generate a ClickSend SMS contact record and schedule a prep session on Google Calendar for your team.
C
G
C
When a Close opportunity reaches active status, update the Google Calendar meeting and send a confirmation text via ClickSend SMS.
Active opportunities update your Google Calendar schedule while triggering an instant confirmation SMS via ClickSend SMS.
G
C
C
Create a Close task when a Google Calendar meeting is booked, and send appointment details via ClickSend SMS.
Booked Google Calendar meetings create follow-up tasks in Close and notify participants instantly through ClickSend SMS.
G
C
C
Use Claude to evaluate Google Calendar meeting notes, update the matching Close lead, and send a summary text via ClickSend SMS.
Claude reviews meeting notes from Google Calendar, updates your Close lead record, and texts key takeaways via ClickSend SMS.
G
C
C
When a Google Calendar demo concludes, update the Close opportunity stage and send a follow-up SMS via ClickSend SMS.
Completed demos in Google Calendar advance your Close opportunity stage and trigger an automated follow-up text in ClickSend SMS.

Supported triggers and actions for ClickSend SMS and Close

Mix and match to build the exact automation you need

ClickSend SMS
ClickSend SMS Triggers & Actions
Instant
Incoming SMS is received in ClickSend SMS
Triggers the automation when an incoming SMS is received
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Upload file in ClickSend SMS
Uploads a file
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Send SMS in ClickSend SMS
Sends a text message
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Send post letter in ClickSend SMS
Sends a physical letter through postal mail
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Send SMS to contact list in ClickSend SMS
Sends a text message to a contact list
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Create contact in ClickSend SMS
Adds a new contact to the database
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Search contact by email address in ClickSend SMS
Finds and retrieves contact information using their email address
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Search contact by phone in ClickSend SMS
Finds information about a contact using the phone number
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Delete contact in ClickSend SMS
Removes a contact from the address book
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Send fax in ClickSend SMS
Sends a fax
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Send MMS in ClickSend SMS
Sends a multimedia message
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Send voice in ClickSend SMS
Sends a voice message
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Send postcard in ClickSend SMS
Sends a physical postcard
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Create contact list in ClickSend SMS
Generates a list of contacts from particular criteria
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Delete contact List in ClickSend SMS
Removes all contacts from the designated list
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Search contact lists in ClickSend SMS
Searches for a contact in the contact list
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Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Search contact in Close
Finds and retrieves contact information
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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What can you automate with ClickSend SMS + Close?

Streamline your sales communication by turning customer messages and CRM updates into automated multi-step workflows.

What you can automate?
💬
Turn incoming SMS texts into Close leads
Capture every inbound customer text from ClickSend SMS and automatically generate a new lead record in Close without manual data entry.
📋
Capture complete sender details and message bodies
Map phone numbers, contact names, and full message content into separate Close fields instead of losing context in external inboxes.
🔔
Alert your sales team the moment a text arrives
Notify representatives instantly when a new prospect texts your business, ensuring rapid response times and higher conversion rates.
🔀
Route leads based on submitted message keywords
Trigger different Close actions or priority tasks depending on specific keywords or intent detected in incoming ClickSend SMS messages.
🔄
Keep your CRM pipeline synchronized in real-time
Update Close opportunity stages and contact records automatically whenever corresponding messaging activity occurs in ClickSend SMS.
🔍
Prevent duplicates by searching existing contacts
Check if a contact already exists in Close before creating a new record, ensuring clean data and organized communication histories.
📅
Handle later status changes and follow-ups
Automate follow-up tasks and update lead statuses in Close when customer conversations progress or require further action.
🔌
Extend your workflows to Slack or Gmail
Connect your core ClickSend SMS and Close automation to Slack or Gmail to notify teams and send confirmation emails in one flow.
And much more...

Who is ClickSend SMS + Close integration for?

Connecting ClickSend SMS and Close helps sales and support teams turn incoming customer messages into actionable CRM records without manual data entry.

Sales directors and managers
Sales directors and managers
Inside sales representatives
Inside sales representatives
Account executives
Account executives
High-volume support teams
High-volume support teams
Business development reps
Business development reps
Revenue operations specialists
Revenue operations specialists
📈
Sales directors and managers
You're reviewing pipeline reports but your CRM records only update when someone manually logs customer interactions, so the conversion numbers you're presenting are always hours behind — with this integration, every incoming message and CRM update syncs instantly and your pipeline data stays current.
⚡
Inside sales representatives
You need to respond to inbound customer texts immediately, but you find out about new inquiries too late because messages sit unread in external inboxes — with this integration, every incoming text creates a CRM lead instantly and your team can reply without delay.
🤝
Account executives
You answer to clients who want to see prompt communication history, but your text messages and CRM notes live in separate tools — with this integration, every SMS interaction logs directly to your Close lead records and client reviews become effortless.
📞
High-volume support teams
The volume of inbound customer messages is too high for anyone to keep up by hand, leading to missed inquiries and delayed follow-ups — with this integration, every text message triggers automated lead creation and your support queue stays organized.
🔄
Business development reps
You own the outreach stage and depend on marketing teams to hand over lead details, but manual data transfers cause frustrating communication gaps — with this integration, every contact flows seamlessly from ClickSend SMS into Close with zero manual friction.
🗂️
Revenue operations specialists
You need a reliable history of all prospect touchpoints but keep finding missing records between your messaging platform and CRM — with this integration, every interaction is logged automatically and your audit trails remain completely accurate.
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Why choose Integrately to automate ClickSend SMS + Close

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

1,500+ apps connected
1,500+ apps connected
Connect ClickSend SMS + Close 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.
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Frequently Asked Questions

How do I connect ClickSend SMS to Close?
Frequently Asked Questions
You can connect ClickSend SMS to Close in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields for your sales team.
Can I automatically create a Close lead when an incoming SMS arrives in ClickSend SMS?
Frequently Asked Questions
Can I connect ClickSend SMS, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickSend SMS and Close?
Frequently Asked Questions
How does ClickSend SMS handle contact data during automation?
Frequently Asked Questions
How does Close manage leads and opportunities in these workflows?
Frequently Asked Questions
Do I need coding skills to automate ClickSend SMS and Close?
Frequently Asked Questions
Is the ClickSend SMS and Close integration free?
Frequently Asked Questions
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