Zoho CRM + Clickatell Integration

Integrate Clickatell to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Send texts, create CRM leads, update contact details, and trigger follow-up alerts automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • Clickatell
    SMS is sent in Clickatell Instant
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2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • Clickatell
    Send SMS in Clickatell

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Ready Workflows Ready Workflows for Clickatell + Zoho CRM Integration

Capture incoming messages, create CRM leads, update contact information, and trigger alerts, all in just one click.

Most popular automationsmost-popular-automations
Zoho CRM + Clickatell Integration

Send Clickatell message for new Zoho CRM contact

Anytime a new contact is added to your Zoho CRM, automatically send them a message through Clickatell letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Zoho CRM - Clickatell integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Clickatell + Zoho CRM flow

Sync your messaging workflows with CRMs, spreadsheets, and scheduling tools to manage communications across teams. Pick a combination and activate it in one click.

Zoho CRM
Clickatell
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HubspotHubspot (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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CalendlyCalendly (8)
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StripeStripe (8)
Z
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Create a HubSpot contact for every new Zoho CRM lead, and send a confirmation text via Clickatell.
New Zoho CRM leads instantly create a HubSpot contact and trigger a text message through Clickatell, removing manual entry steps.
H
Z
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When a new HubSpot contact is added, create a module entry in Zoho CRM and send an SMS via Clickatell.
Every new HubSpot contact automatically populates Zoho CRM and triggers a text message through Clickatell.
Z
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When a Zoho CRM contact is updated, update the HubSpot record and send a status update text via Clickatell.
Contact updates in Zoho CRM sync to HubSpot and trigger an SMS update through Clickatell instantly.
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Create a Zoho CRM lead from every HubSpot submission, and send a welcome text via Clickatell.
HubSpot leads immediately establish a Zoho CRM lead entry and trigger a Clickatell welcome message.
H
Z
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If a HubSpot contact reaches customer stage, update the Zoho CRM entry and send a milestone text via Clickatell.
Customer stage updates in HubSpot trigger Zoho CRM updates and send a personalized Clickatell text.
H
Z
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When a HubSpot contact is updated after onboarding, update Zoho CRM and send a check-in text via Clickatell.
Post-onboarding updates in HubSpot sync to Zoho CRM and trigger a check-in SMS via Clickatell.
H
Z
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Use ChatGPT to analyse HubSpot form submissions, add a note in Zoho CRM, and send a summary text via Clickatell.
ChatGPT summarises incoming HubSpot submissions before adding notes to Zoho CRM and triggering an SMS via Clickatell.
H
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C
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Turn every HubSpot contact into a Zoho CRM lead, send a text via Clickatell, and notify the team in Slack.
HubSpot contacts flow into Zoho CRM, trigger a Clickatell text, and notify your sales team in Slack.

Supported triggers and actions for Zoho CRM and Clickatell

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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Clickatell
Clickatell Triggers & Actions
Instant
SMS is sent in Clickatell
Triggers the automation when a text message is sent
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Send SMS in Clickatell
Sends a text message to particular recipients
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What can you automate with Clickatell + Zoho CRM?

Streamline your customer communications, lead management, and data synchronization between messaging and CRM platforms.

What you can automate?
🔄
Sync SMS messaging with CRM lead creation
Automatically create a new lead or contact in Zoho CRM whenever an SMS message is sent or received in Clickatell. Eliminate manual data entry and ensure every customer interaction is captured.
📋
Capture every submitted contact detail
Map all available contact fields and message contents into Zoho CRM module entries instead of just names and numbers. Your CRM records become a richer source for review and follow-up.
🔔
Alert your team the moment it happens
Trigger instant text message notifications or CRM updates as soon as important customer events occur. Keep your team aligned and responsive without constant status checks.
🔀
Route records based on submitted fields
Execute different actions depending on specific field values submitted in your messages or CRM records. Send tailored SMS follow-ups or assign leads to specific team members automatically.
🔄
Keep your CRM up to date as things change
Automatically update existing Zoho CRM contacts or module entries whenever message statuses change in Clickatell. Prevent outdated records from cluttering your sales pipeline.
🔎
Prevent duplicates with smart search and update
Search existing database records before creating new entries to ensure you update current contacts instead of generating duplicates. Maintain a clean and organized Zoho CRM database.
⏱️
Handle later status changes automatically
Trigger automated CRM updates and SMS follow-ups when customer statuses change, subscriptions renew, or project milestones are reached. Keep engagement flowing effortlessly.
🌐
Extend your workflow to team collaboration apps
Connect your Clickatell and Zoho CRM workflows with Slack to notify internal teams instantly when new customer messages or CRM leads arrive.
And much more...

Who is Clickatell + Zoho CRM integration for?

Sales teams, customer success managers, and support leads rely on this integration to eliminate manual data entry and streamline client communication across platforms.

Revenue Operations Managers
Revenue Operations Managers
Sales Development Reps
Sales Development Reps
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Field Service Coordinators
Field Service Coordinators
CRM Database Administrators
CRM Database Administrators
📈
Revenue Operations Managers
You're running campaigns across multiple messaging channels but your CRM tracking records only update when someone manually exports logs, so the metrics you're optimising against are always a few hours behind — with this integration, every new SMS interaction updates your Zoho CRM records instantly and your reporting stays current.
Sales Development Reps
You receive inbound text alerts in Clickatell but have to create leads by hand in Zoho CRM before you can start dialling, so hot prospects sit waiting in queues for too long — automating both apps means every incoming SMS creates a lead in Zoho CRM the moment it arrives and your outreach begins without delay.
🤝
Account Managers
You manage client accounts where every status change needs to be texted to stakeholders and logged in Zoho CRM, but manual updates lead to missed notifications — this integration means every contact update in Zoho CRM automatically triggers the correct SMS dispatch in Clickatell and your clients stay informed on schedule.
📊
Customer Support Leads
Your team handles high volumes of customer inquiries through SMS and CRM ticketing, but reconciling records across both systems creates persistent data gaps — connecting these apps means every module entry and text message syncs seamlessly so your support queue remains accurate and fully documented.
🔧
Field Service Coordinators
You depend on upstream sales reps to create Zoho CRM records before you can send appointment confirmation texts, leading to frustrating bottlenecks — automating both apps means every new lead entry instantly triggers your scheduling SMS workflow through Clickatell and your field operations run smoothly.
🗂️
CRM Database Administrators
You audit customer databases daily and keep finding missing contact details because staff forget to log messaging histories in Zoho CRM — integrating these apps means every Clickatell SMS interaction is logged against the correct CRM contact record automatically and your database integrity remains intact.
Our team

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Why choose Integrately to automate Zoho CRM + Clickatell

Build and manage your Zoho CRM + Clickatell automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho CRM + Clickatell with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clickatell to Zoho CRM?
Frequently Asked Questions
You can connect Clickatell to Zoho CRM in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and messaging apps with tools like Hubspot, Slack, and Google Sheets.
Can I automatically create a Zoho CRM lead when an SMS is sent in Clickatell?
Frequently Asked Questions
Can I connect Clickatell, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clickatell and Zoho CRM?
Frequently Asked Questions
How are Clickatell SMS messages handled in Zoho CRM?
Frequently Asked Questions
Can I update Zoho CRM records when a message is sent in Clickatell?
Frequently Asked Questions
Do I need coding skills to automate Clickatell and Zoho CRM?
Frequently Asked Questions
Is the Clickatell and Zoho CRM integration free?
Frequently Asked Questions
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