Connect HelloLeads CRM and ClickSend SMS to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Send MMS Campaign
Delete Contact
Send Fax
Send SMS Campaign
Create Contact
Send Letter
Send Voice
Search Contact
Delete Contact List
Add Contact to List
Send MMS
Send SMS
Send Postcard
Update Contact
Search Account Details
Search Country code
Search Master Email Templates
Search Sms History
Search Contact Details
Search contact
Search Contact List
Ready to use HelloLeads CRM and ClickSend SMS automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
New SMS Send
Triggers when new sms is send by clicksend.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
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.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and ClickSend SMS accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in ClickSend SMS (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in ClickSend SMS. This includes choosing which data fields go into which fields of ClickSend SMS, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and ClickSend SMS 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 HelloLeads CRM and ClickSend SMS. 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 HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn MoreAbout ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Learn More
