ClickSend SMS + Insightly Integration

Integrate ClickSend SMS to Insightly in one click, or tell Integrately AI how you want each contact handled. Capture message details, create or update your CRM records, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ClickSend SMS
    Incoming SMS is received in ClickSend SMS Instant
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.
  • ClickSend SMS
    Upload file in ClickSend SMS
  • ClickSend SMS
    Send SMS in ClickSend SMS
  • ClickSend SMS
    Send post letter in ClickSend SMS
  • ClickSend SMS
    Send SMS to contact list in ClickSend SMS
  • ClickSend SMS
    Create contact in ClickSend SMS
  • ClickSend SMS
    Search contact by email address in ClickSend SMS
  • ClickSend SMS
    Search contact by phone in ClickSend SMS
  • ClickSend SMS
    Delete contact in ClickSend SMS
  • ClickSend SMS
    Send fax in ClickSend SMS
  • ClickSend SMS
    Send MMS in ClickSend SMS
  • ClickSend SMS
    Send voice in ClickSend SMS
  • ClickSend SMS
    Send postcard in ClickSend SMS
  • ClickSend SMS
    Create contact list in ClickSend SMS
  • ClickSend SMS
    Delete contact List in ClickSend SMS
  • ClickSend SMS
    Search contact lists in ClickSend SMS
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for ClickSend SMS + Insightly Integration

Capture incoming messages, create CRM contacts, keep leads updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Insightly + ClickSend SMS Integration

Send ClickSend SMS message for new Insightly task

With this Insightly - ClickSend SMS integration, whenever a new task is created in Insightly, message will be sent via ClickSend SMS. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Insightly + ClickSend SMS Integration

Create ClickSend SMS contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use ClickSend SMS to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding contact will automatically be created in ClickSend SMS.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Insightly + ClickSend SMS Integration

Send ClickSend SMS message for new Insightly contact

Anytime a new contact is added to your Insightly, automatically send them a message through ClickSend SMS 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 Insightly - ClickSend SMS 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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Insightly + ClickSend SMS Integration

Send ClickSend SMS message for new Insightly opportunity

Whenever a new opportunity is created in your Insightly, you'll want to communicate with your team to make sure everyone is on the same page. Sending ClickSend SMS message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Insightly - ClickSend SMS integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickSend SMS + Insightly flow

Sync your messaging and CRM data with email, spreadsheets, and team channels to keep every department aligned. Pick a combination and activate it in one click.

ClickSend SMS
Insightly
+
HubspotHubspot (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
C
I
H
Create an Insightly contact and a HubSpot contact whenever a new SMS is received in ClickSend SMS
Incoming ClickSend SMS messages instantly generate matching contacts in both Insightly and HubSpot, eliminating manual data entry.
C
I
H
Notify your sales team in HubSpot and create a task in Insightly when a ClickSend SMS arrives
Alert your team in HubSpot and create a task in Insightly immediately upon receiving a ClickSend SMS.
I
C
H
When an Insightly lead is updated, send a confirmation via ClickSend SMS and log the update in HubSpot
Keep HubSpot updated and send a ClickSend SMS confirmation whenever an Insightly lead changes.
I
H
C
Create a HubSpot task when an Insightly opportunity is updated, and send a notification via ClickSend SMS
Track pipeline progress by creating HubSpot tasks and sending ClickSend SMS notifications on opportunity updates.

Supported triggers and actions for ClickSend SMS and Insightly

Mix and match to build the exact automation you need

ClickSend SMS
ClickSend SMS Triggers & Actions
Instant
Incoming SMS is received in ClickSend SMS
Triggers the automation when an incoming SMS is received
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Upload file in ClickSend SMS
Uploads a file
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Send SMS in ClickSend SMS
Sends a text message
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Send post letter in ClickSend SMS
Sends a physical letter through postal mail
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Send SMS to contact list in ClickSend SMS
Sends a text message to a contact list
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Create contact in ClickSend SMS
Adds a new contact to the database
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Search contact by email address in ClickSend SMS
Finds and retrieves contact information using their email address
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Search contact by phone in ClickSend SMS
Finds information about a contact using the phone number
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Delete contact in ClickSend SMS
Removes a contact from the address book
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Send fax in ClickSend SMS
Sends a fax
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Send MMS in ClickSend SMS
Sends a multimedia message
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Send voice in ClickSend SMS
Sends a voice message
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Send postcard in ClickSend SMS
Sends a physical postcard
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Create contact list in ClickSend SMS
Generates a list of contacts from particular criteria
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Delete contact List in ClickSend SMS
Removes all contacts from the designated list
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Search contact lists in ClickSend SMS
Searches for a contact in the contact list
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Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
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Update opportunity in Insightly
Updates the opportunity details as needed
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
Try it →
Link objects in Insightly
Try it →
Get project by ID in Insightly
Searches for a project using the id
Try it →
Update project in Insightly
Updates a project
Try it →
Delete project in Insightly
Auomatically deletes a project
Try it →

What can you automate with ClickSend SMS + Insightly?

Streamline your customer communication, CRM updates, and lead management with powerful automated workflows.

What you can automate?
💬
Turn incoming text messages into CRM records instantly
Capture every incoming SMS in ClickSend SMS and automatically generate matching contacts or tasks in Insightly without manual copying.
📋
Capture every submitted contact detail accurately
Map names, phone numbers, and message content directly from ClickSend SMS into your Insightly database to keep records complete.
Notify your team the moment a message arrives
Alert sales staff or support agents in real time when new customer texts or lead updates occur across your connected tools.
🔀
Route communications based on submitted message fields
Filter incoming inquiries by keywords or tags to create specific opportunities or tasks in Insightly for the right department.
🔄
Keep your CRM updated as customer details change
Ensure Insightly records reflect the latest contact updates and stage modifications whenever text interactions occur.
🔍
Prevent duplicate entries with intelligent search
Search existing contacts by phone number or email before creating new entries in Insightly to keep your database clean.
📊
Manage later status changes and project milestones
Update opportunity stages, create projects, and trigger automated follow-ups as customer relationships progress.
🔗
Extend your workflow to team collaboration apps
Connect your ClickSend SMS and Insightly core pair with Slack to broadcast instant updates to your entire team channel.
And much more...

Who is ClickSend SMS + Insightly integration for?

Connecting ClickSend SMS and Insightly eliminates manual data entry, helping teams capture leads, track customer conversations, and streamline project workflows without delay.

Sales managers
Sales managers
Sales representatives
Sales representatives
Account managers
Account managers
Support teams
Support teams
Project coordinators
Project coordinators
Operations leads
Operations leads
📈
Sales managers
You're tracking customer interactions across text messaging campaigns, but your CRM records only update when someone manually logs the text history, so your pipeline reports are always outdated — with this integration, every message syncs instantly and your pipeline metrics remain accurate.
Sales representatives
You're receiving inbound customer leads via SMS, but by the time you copy them into Insightly, another rep has already reached out or the prospect has moved on — connecting these apps means every incoming text creates a lead instantly so you can follow up first.
🤝
Account managers
You're communicating project updates via text, but client records in your CRM lack the latest conversation notes, leaving stakeholders asking for status updates — automating both apps means every touchpoint logs automatically and client files stay complete.
💬
Support teams
You're handling high volumes of customer inquiries through ClickSend SMS, but manually creating tasks or tickets in Insightly causes bottlenecks during busy hours — this integration means every inquiry creates a task automatically without manual intervention.
🔄
Project coordinators
You're depending on sales reps to hand over new client details from text threads, but missing details stall project kickoff and frustrate clients — with this integration, every contact and project moves downstream seamlessly.
📋
Operations leads
You're auditing communication histories across systems, but manual logging leaves gaps between SMS threads and CRM records — automating both apps means your database maintains a complete audit trail of every interaction.
Our team

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Why choose Integrately to automate ClickSend SMS + Insightly

Build and manage your ClickSend SMS + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickSend SMS + Insightly 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
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2
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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 ClickSend SMS to Insightly?
Frequently Asked Questions
You can connect ClickSend SMS to Insightly in 1 click using ready-made templates on Integrately, or ask Integrately AI to build your automation. It integrates smoothly with apps like Google Sheets, Slack, and Gmail.
Can I automatically create Insightly contacts from incoming ClickSend SMS messages?
Frequently Asked Questions
Can I connect ClickSend SMS, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickSend SMS and Insightly?
Frequently Asked Questions
How are incoming ClickSend SMS messages handled in Insightly?
Frequently Asked Questions
Can Insightly updates trigger ClickSend SMS text messages?
Frequently Asked Questions
Do I need coding skills to automate ClickSend SMS and Insightly?
Frequently Asked Questions
Is the ClickSend SMS and Insightly integration free?
Frequently Asked Questions
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