Connect ClickSend SMS and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Send
Choose an Action
Automatically do this!
- Request a new Action for Method CRM
Enable Integrations or automations with these events of ClickSend SMS and Method CRM
Enable Integrations or automations with these events of ClickSend SMS and Method CRM
Triggers
New SMS Send
Triggers when new sms is send by clicksend.
Actions
Send MMS Campaign
Send an MMS Campaign to up to 20,000 contacts.
Delete Contact
Delete specific contact from list based on the contact Id.
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 Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickSend SMS triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how ClickSend SMS data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ClickSend SMS and Method 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 Method 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 Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
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