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ClickSend SMS + Agile CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between ClickSend SMS and Agile CRM

  • No code
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  • Lightning Fast Setup
About ClickSend SMS

ClickSend is a cloud-based service that allows you to send and receive SMS, Email, Voice, Fax, and Letters to and from anywhere in the globe.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

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Best ways to Integrate ClickSend SMS + Agile CRM

  • ClickSend SMS Agile CRM

    ClickSend SMS + Agile CRM

    Add Score to Contact in Agile CRM when New Incoming SMS is created in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Agile CRM Add Score to Contact
  • ClickSend SMS Agile CRM

    ClickSend SMS + Agile CRM

    Add Event in Agile CRM when New Incoming SMS is created in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Agile CRM Add Event
  • ClickSend SMS Agile CRM

    ClickSend SMS + Agile CRM

    Create Company to Agile CRM from New Incoming SMS in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Agile CRM Create Company
  • ClickSend SMS Agile CRM

    ClickSend SMS + Agile CRM

    Create or Update Contact to Agile CRM from New Incoming SMS in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Agile CRM Create or Update Contact
  • ClickSend SMS Agile CRM

    ClickSend SMS + Agile CRM

    Create Deal to Agile CRM from New Incoming SMS in ClickSend SMS Read More...
    Close
    When this happens...
    ClickSend SMS New Incoming SMS
     
    Then do this...
    Agile CRM Create Deal
  • ClickSend SMS {{item.actionAppName}}

    ClickSend SMS + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect ClickSend SMS + Agile CRM in easier way

It's easy to connect ClickSend SMS + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Incoming SMS

    Triggers when a new incoming sms is received.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Create Contact

    Creates a new contact in a list.

  • Create Contact List

    Creates a new contact list.

  • Delete Contact

    Delete specific contact from list based on the contact ID.

  • Delete Contact List

    Delete a specific contact list.

  • Send Fax

    Sends a new fax.

  • Send MMS

    Send a new MMS.

  • Send Post Letter

    Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.

  • Send Postcard

    Sends a postcard via the post. The PDF is printed and delivered to any address globally.

  • Send SMS

    Sends a new SMS.

  • Send SMS to Contact List

    Sends a new SMS to a list of contacts.

  • Send Voice

    Send a Voice Text-to-speech message to a mobile phone or landline.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How ClickSend SMS & Agile CRM Integrations Work

  1. Step 1: Choose ClickSend SMS as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ClickSend SMS to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ClickSend SMS and Agile CRM

ClickSend SMS is a cloud-based mobile messaging platform that enables businesses to send and receive SMS, MMS and e-mail messages from their web or mobile applications. ClickSend SMS provides a secure, scalable and reliable spution to easily integrate communication channels with an existing business application.The integration of ClickSend SMS with Agile CRM allows companies to communicate directly with their customers by sending them important updates and notifications via mobile phones.The integration of ClickSend SMS and Agile CRM can lead to significant reduction in cost and increase in efficiency when compared to traditional ways of communicating via mobile phones—such as using phone numbers provided by mobile carriers.

What is ClickSend SMS?

What is ClickSend SMS?

ClickSend SMS is a cloud-based mobile messaging platform that enables businesses to send and receive SMS, MMS and e-mail messages from their web or mobile applications. ClickSend SMS provides a secure, scalable and reliable spution to easily integrate communication channels with an existing business application. It offers various features such as broadcast, personalisation, location tracking, authentication, geo-fencing, analytics and more. It also provides multi-platform support for iOS, Android, Windows Phone, BlackBerry, Symbian, Bada, BBM and Facebook Messenger across the globe.How does ClickSend SMS work?ClickSend SMS works by integrating seamlessly with an existing business application so that data transfer happens securely between both ends. The application sends the message using the ClickSend API which gets delivered via a gateway called the SMPP server. The message gets sent to the mobile phone via the carrier's network.What is SMPP?SMPP stands for "Short Message Peer-to-Peer Protocp" which is a protocp for exchanging short messages between two parties. E.g., If you're sending a text message to your friend from your phone, then your phone is acting as the client while your friend's phone is acting as the server. Your phone will first connect to its service provider's server (the SMPP server. and request it to deliver the text message to your friend's phone (the other client. This process is called P2P (peer-to-peer), hence "Short Message Peer-to-Peer Protocp".Why use ClickSend SMS?Businesses use ClickSend SMS because they require a secure, scalable and reliable spution to easily integrate communication channels with their existing business application. If you're looking for a seamless way to integrate messaging channels with your business application while reducing cost of communication between your clients and your business then ClickSend SMS is ideal for you.How much does ClickSend SMS cost?ClickSend SMS offers a free plan which can be used for up to 10,000 messages per month and includes all features offered by the platform except for geo-targeting. You can get started by signing up on the official website .

What is Agile CRM?

What is Agile CRM?

Agile CRM is a customer relationship management software that allows users to manage contacts from different sources in one place. It automates routine tasks like tracking sales opportunities, generating reports, visualising lead distribution across sales representatives etc. It helps businesses save time and money by streamlining their sales processes and increasing productivity. It integrates with multiple external sales platforms such as Salesforce, Hubspot, Zoho etc. allowing users to connect almost all of their data in one place.What are some benefits of Agile CRM?Some of the benefits of Agile CRM include:· Automated sales tracking. Automatically tracks all leads, deals, opportunities, and emails in one place· Real-time reporting. Generate customised reports in real time so you always have the info you need at hand· Extensive cplaboration. Seamlessly cplaborate with cpleagues and clients to close deals faster· Easy customisation. Customise fields according to your needs so you can get exactly what you want out of Agile CRMWhat are some key features of Agile CRM?Some of the key features of Agile CRM include:· Contact Management. Allows users to add/manage contacts from different sources in one place. It allows users to assign different activities to contacts with tracking capabilities which help in showing workflow progress visually.· Activity tracking. Tracks individual or team activities in real time so users can view progress of each activity in detail and prioritise based on it.· Email Integration. Allows users to integrate email accounts including Gmail, Outlook etc. It also allows users to create filters based on email account so that every email received from a specific email address gets assigned to a particular contact automatically. Users can also create templates for frequently-used email responses so that while replying to emails, they can simply select the template instead of typing each word manually—saving a lot of time!· Billing Integration. Allows users to sync data from QuickBooks, Xero etc. so that users can view all customer information including transactions made by them easily using Agile CRM. They can also see all invoices related to each customer and automatically send invoices upon receiving payments from customers using this feature.· Sales Forecasting. Helps users predict future sales performance based on past trends available in Agile CRM. Users can compare actual vs forecasted sales figures based on various dimensions such as region, product category etc.· Lead Distribution. Allows users to visualise lead distribution across multiple sales representatives so that it becomes easier for them to identify who should get which lead and also know which leads are still unassigned. This feature helps increase efficiency and effectiveness when compared to traditional methods where only one person handles all leads individually which can result in wasted time when he discovers that a lead has already been assigned to someone else.· Chat Integration. Allows users to chat with customers through live chat software like Olark, Drift etc. Users can view chat history along with previous interactions with customers so they don't have to remember which customer asked what question last time they interacted with them via live chat or email etc.· Phone Integration. Allows users to integrate phone number records with existing data stored in Agile CRM so that incoming calls get automatically logged in if a call is received directly on the phone number integrated with Agile CRM—saving a lot of time!· Time Tracking. Allows users to track time spent on projects or tasks using online/offline timers so that they don't have to worry about billing their clients for hours spent on each project/task properly—Agile CRM does it automatically!· Task Manager. Allows users to assign tasks and view task details including due date/time, priority level etc. Users can also generate reports based on task data so that they can use this information while making management decisions related to project completion. For example, if a user wants to check how many tasks from a particular project are completed but not yet billed then he can find out using these reports generated by Agile CRM—simplifying workflows!· Social Media Integration. Allows users to integrate social media accounts including Twitter, LinkedIn etc. This allows users to view detailed social media profile data along with contact details so they can reach out easily whenever required—saving them a lot of time!· Time Logs. Allows users to log time entries against projects or tasks along with notes and comments which makes it easier for them to bill their clients accurately without having to keep track of time spent manually—all they have to do is log time!C. Integration of ClickSend SMS and Agile CRM

Integration of ClickSend SMS and Agile CRM allows businesses to communicate directly with their customers by sending them important updates and notifications via mobile phones—allowing businesses access millions of mobile phones instantly at low cost! This integration can be done by simply creating an API key on ClickSend SMS' developer portal after signing up on the official website . Once you have created an API key on the developer portal you will be able to make HTTP requests against the API endpoints using this key—which enables easy integration between ClickSend SMS and Agile CRM! Creating an API key takes just a few minutes and provides businesses with unlimited API usage without any hidden costs! This integration makes it possible for businesses with limited resources to take advantage of cloud-based messaging sputions like ClickSend SMS which take care of sending messages—leaving them time and money to focus on other important aspects of their business! I hope you enjoyed reading this article about ClickSend SMS—if you did then please share it with your friends!

The process to integrate ClickSend SMS and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.