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Integrate SugarCRM with ClickSend SMS

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

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About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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.

ClickSend SMS Integrations
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Connect SugarCRM + ClickSend SMS in easier way

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

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • New Incoming SMS

    Triggers when a new incoming sms is received.

    Actions
  • Create Case

    Create a new case

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How SugarCRM & ClickSend SMS Integrations Work

  1. Step 1: Choose SugarCRM 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 ClickSend SMS 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 SugarCRM to ClickSend SMS.

    (2 minutes)

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

Integration of SugarCRM and ClickSend SMS

  • Introduction:
  • SugarCRM is a software company that develops customer relationship management (CRM. software, which is used for managing email, phone calls, and faxes. SugarCRM has been chosen by many companies around the world. The number of users is growing rapidly. As for examples, Bechtel Corporation, the world's largest construction company, uses SugarCRM to manage its projects and customers. Also, Target Corporation, a worldwide retailer that operates in the United States and Canada, uses SugarCRM to help make its supply chain more efficient. This shows that SugarCRM is a successful company.

    ClickSend SMS is a product that allows businesses to send and receive text messages through their existing computer system. The main purpose of ClickSend SMS is to allow companies to communicate with their customers and employees through their existing computer system. ClickSend SMS also allows companies to send automated text messages to their customers. For example, if a customer orders a product, then the company can automatically send him or her a text message telling them that their ordered product will be shipped on a certain date.

    :

    This section contains information about how SugarCRM and ClickSend SMS work together. I will describe how the two products work together to benefit businesses.

  • Integration of SugarCRM and ClickSend SMS:
  • The integration of SugarCRM and ClickSend SMS will allow companies to manage their projects and customers more efficiently. Both products are used in many companies around the world; therefore, it makes sense for companies to use both products together. By using both products together, companies can accomplish many tasks and save time.

    For example, let us say that a company creates a project in SugarCRM. After creating it, the company needs to send a text message to all of its employees about the project. In the past, this would be very difficult to accomplish because companies had to create a spreadsheet and manually enter every employee's phone numbers. Then the company would have to manually print the spreadsheet and deliver it to each employee. However, now that ClickSend SMS exists, the company can simply use its SugarCRM project to create a text message and send it out by clicking one button in SugarCRM. This shows how easy it is for businesses to use both products together.

  • Benefits of Integration of SugarCRM and ClickSend SMS:
  • There are many benefits of using both products together; here is a list of some of those benefits:

    Integration Makes Businesses More Efficient. Companies can use both products together to make their employees more efficient. Let us look at an example. In the past, if an employee wanted to check the status of a project in SugarCRM, the employee would have had to log into his or her computer and go onto the Internet. Once there, the employee would have had to go onto SugarCRM's website and search for the name of the project he or she was looking for. Now, since SugarCRM integrates with ClickSend SMS, employees do not have to do this anymore! Instead of going onto their computers and searching for their desired project, employees can simply send a text message with the project's name into their ClickSend SMS account. This allows employees to check the status of projects without having to waste time by going onto their computers and searching for projects. Workflow Automation. Companies can use both products together to make business processes easier; for example, if an employee starts a project in SugarCRM, then he or she can automatically receive a text message reminding him or her about the project. If an employee sends a text message into his or her ClickSend SMS account with an order from a customer, then the company can automatically send an invoice via email or text message. By using workflow automation, companies can save time by automating some business processes; for example, if an employee wants to see the status of a new project in SugarCRM, he or she can send a text message into his or her ClickSend SMS account with "Project Status" in it and instantly receive a text message back with the status of that project!

    The process to integrate SugarCRM and ClickSend SMS 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.