ClickSend SMS + Salesforce Integration

Integrate ClickSend SMS to Salesforce in one click, or tell Integrately AI how you want each lead handled. Send targeted text messages, update your CRM records, alert your team, and trigger follow-ups automatically.

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1.
  • ClickSend SMS
    Incoming SMS is received in ClickSend SMS 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 ClickSend SMS + Salesforce Integration

Send text messages to new leads, organise responses, keep CRM records updated, alert your team, and trigger follow-ups, all in just one click.

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

Send ClickSend SMS message for new Salesforce record

Automatically sending a ClickSend SMS message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - ClickSend SMS 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 ClickSend SMS message for every new Salesforce record is an essential way to stay on top of your work.
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Activate
Salesforce + ClickSend SMS Integration

Send ClickSend SMS message for new Salesforce task

With this Salesforce - ClickSend SMS integration, whenever a new task is created in Salesforce, 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
Salesforce + ClickSend SMS Integration

Create ClickSend SMS contact for new Salesforce record

Are you tired of manually creating ClickSend SMS contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create ClickSend SMS contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic ClickSend SMS {{action.Contact} creation!
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Activate
Salesforce + ClickSend SMS Integration

Send ClickSend SMS 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 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 Salesforce - ClickSend SMS integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Activate
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Connect more apps to your ClickSend SMS + Salesforce flow

Sync CRM contacts with marketing tools, payment processors, and team chats to keep operations running smoothly. Pick a combination and activate it in one click.

ClickSend SMS
Salesforce
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HubspotHubspot (3)
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MailchimpMailchimp (3)
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SlackSlack (3)
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CalendlyCalendly (3)
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StripeStripe (3)
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GmailGmail (3)
H
S
C
Create a Salesforce lead from every new HubSpot contact, and send a confirmation text via ClickSend SMS.
New HubSpot contacts become Salesforce leads automatically while ClickSend SMS dispatches a text message, keeping your pipeline aligned without manual data entry.
H
C
S
Send an SMS via ClickSend SMS when a HubSpot deal is created, and create a task in Salesforce.
Notify your team and log follow-up tasks instantly when a new deal lands in HubSpot, bridging communication across ClickSend SMS and Salesforce.
H
S
C
Use ChatGPT to analyse new HubSpot form submissions, create a Salesforce lead, and send a custom SMS via ClickSend SMS.
AI evaluates inbound HubSpot submissions to tailor Salesforce records and send personalised messages via ClickSend SMS automatically.

Supported triggers and actions for ClickSend SMS and Salesforce

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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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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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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Get records by ID in Salesforce
Retrieves a record based on its id
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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 ClickSend SMS + Salesforce?ექ

Discover the most effective ways to streamline your messaging and CRM workflows.

What you can automate?
🚀
Sync new leads between Salesforce and ClickSend SMS
Automatically trigger SMS text messages in ClickSend SMS whenever a new lead or contact is created in Salesforce. Eliminate manual copying and engage prospects instantly.
📝
Capture every submitted contact detail
Map all incoming form fields and contact attributes from Salesforce directly into your ClickSend SMS messaging campaigns without losing critical data.
🔔
Alert team members on record updates
Send instant notifications via ClickSend SMS as soon as important Salesforce opportunities, accounts, or support cases are updated by your team.
🔀
Route messages based on submitted fields
Send different SMS templates or trigger specific follow-up actions depending on criteria such as lead status, deal size, or priority fields in Salesforce.
🔄
Keep CRM data continuously up to date
Automatically update Salesforce records whenever incoming SMS replies or delivery reports are received in ClickSend SMS.
🔍
Search and update existing contacts
Prevent duplicate entries by searching for existing contacts by phone number or email address in ClickSend SMS before creating new records.
💼
Manage later status changes and renewals
Trigger automated text messages when deals are closed, quotes are accepted, or customer accounts require renewal reminders in Salesforce.
🔗
Extend workflows to your favorite tools
Connect your ClickSend SMS and Salesforce core pair with HubSpot, Slack, Mailchimp, or Stripe to build comprehensive multi-step business processes.
And much more...

Who is ClickSend SMS + Salesforce integration for?

Connecting ClickSend SMS and Salesforce helps sales, marketing, and support teams eliminate manual data entry and engage customers instantly.

Data analysts and revenue managers
Data analysts and revenue managers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Operations specialists
Operations specialists
Compliance officers
Compliance officers
📈
Data analysts and revenue managers
You rely on CRM metrics to report on campaign performance, but delayed data entry leaves your dashboards out of date — this integration means every record syncs instantly and your pipeline numbers remain accurate.
⚡
Sales representatives
You need to engage incoming leads within minutes, but manual outreach delays your response time and hurts conversion rates — with this integration, every new lead triggers an instant text message and task.
🤝
Account managers
Your clients expect prompt communication and regular status updates, but manual updates lead to communication gaps — automating both apps means every status change triggers immediate notifications.
🎧
Customer support teams
Inbound inquiry volumes make it difficult to log and update support cases by hand, resulting in missed follow-ups — this integration means every case update syncs seamlessly with your messaging workflows.
🔄
Operations specialists
You depend on upstream handoffs to kick off downstream tasks, but manual data transfer causes bottlenecks — connecting these apps means information flows effortlessly between your CRM and messaging tools.
📋
Compliance officers
You need an accurate, unblemished audit trail of customer communications and CRM updates, but manual logging creates missing gaps — automating both platforms means every interaction is recorded reliably.
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Why choose Integrately to automate ClickSend SMS + Salesforce

Build and manage your ClickSend SMS + 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 ClickSend SMS + 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect ClickSend SMS to Salesforce?
Frequently Asked Questions
You can connect ClickSend SMS to Salesforce in 1 click using ready-made workflows on Integrately. You can also ask Integrately AI to build the automation and map the fields for your team.
Can I automatically send an SMS when a new Salesforce lead is created?
Frequently Asked Questions
Can I connect ClickSend SMS, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickSend SMS and Salesforce?
Frequently Asked Questions
How does ClickSend SMS handle contact data during the integration?
Frequently Asked Questions
How does Salesforce sync records with ClickSend SMS?
Frequently Asked Questions
Do I need coding skills to automate ClickSend SMS and Salesforce?
Frequently Asked Questions
Is the ClickSend SMS and Salesforce integration free?
Frequently Asked Questions
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