Connect ClickSend SMS and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Send
Choose an Action
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Ready to use ClickSend SMS and ATZ CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Send
Triggers when new sms is send by clicksend.
Add contact
Add a new contact to ATZ CRM.
Add candidate
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update Candidate
Update a candidate's details in ATZ CRM.
Delete candidate
Remove a candidate record from ATZ CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Do thisActions
Action is the task that follows automatically within your ClickSend SMS integrations.
Send MMS Campaign
Send an MMS Campaign to up to 20,000 contacts.
Delete Contact
Remove a contact from the selected list by exact name (case-insensitive). Returns whether a match was found and deletion details.
Send Fax
Sends a new fax.
Send SMS Campaign
Send an SMS campaign to up to 20,000 contacts at a time.
Create Contact
Creates a new contact in a list.
Send Letter
Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
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Frequently Asked Questions
To start, connect both your ClickSend SMS and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickSend SMS triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how ClickSend SMS data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ClickSend SMS and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClickSend SMS and ATZ CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Learn MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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