Workbooks CRM + ClickSend SMS Integration

Integrate ClickSend SMS to Workbooks CRM in one click, or tell Integrately AI how you want each lead handled. Send messages instantly, sync leads in your CRM, trigger follow-ups, and keep your communication history completely up to date.

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1.
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • ClickSend SMS
    Incoming SMS is received in ClickSend SMS Instant
Arrow Right
2.
  • Workbooks CRM
    Search marketing campaign in Workbooks CRM
  • Workbooks CRM
    Search person in Workbooks CRM
  • Workbooks CRM
    Update person in Workbooks CRM
  • Workbooks CRM
    Search organization in Workbooks CRM
  • Workbooks CRM
    Update organization in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member status in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign status in Workbooks CRM
  • Workbooks CRM
    Create sales lead in Workbooks CRM
  • Workbooks CRM
    Create customer order and line items in Workbooks CRM
  • Workbooks CRM
    Search customer order in Workbooks CRM
  • Workbooks CRM
    Update customer order in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Update marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search sales lead in Workbooks CRM
  • Workbooks CRM
    Update sales lead in Workbooks CRM
  • Workbooks CRM
    Create person in Workbooks CRM
  • Workbooks CRM
    Create organization in Workbooks CRM
  • Workbooks CRM
    Create customer order in Workbooks CRM
  • Workbooks CRM
    Create case in Workbooks CRM
  • Workbooks CRM
    Create task in Workbooks CRM
  • 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

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Ready Workflows Ready Workflows for ClickSend SMS + Workbooks CRM Integration

Send messages, create leads, update contacts, notify teams, and log interactions, all in just one click.

Most popular automationsmost-popular-automations
Workbooks CRM + ClickSend SMS Integration

Create ClickSend SMS contact for new Workbooks CRM contact

If you're using Workbooks CRM 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 Workbooks CRM, 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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Workbooks CRM + ClickSend SMS Integration

Send ClickSend SMS message for new Workbooks CRM contact

Anytime a new contact is added to your Workbooks CRM, 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 Workbooks CRM - 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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Workbooks CRM + ClickSend SMS Integration

Send ClickSend SMS message for new Workbooks CRM task

With this Workbooks CRM - ClickSend SMS integration, whenever a new task is created in Workbooks CRM, 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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Got a different task in mind? Describe it

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Connect more apps to your ClickSend SMS + Workbooks CRM flow

Sync your messaging and CRM data with marketing tools, accounting platforms, spreadsheets, and databases. Pick a combination and activate it in one click.

Workbooks CRM
ClickSend SMS
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
XeroXero (3)
+
Google SheetsGoogle Sheets (3)
W
C
S
When a new sales lead is created in Workbooks CRM, send an SMS in ClickSend SMS and create a lead in Salesforce.
New Workbooks CRM leads trigger an instant SMS in ClickSend SMS while simultaneously creating a lead record in Salesforce.
C
W
S
When an incoming SMS is received in ClickSend SMS, create a sales lead in Workbooks CRM and update the contact in Salesforce.
Incoming SMS messages in ClickSend SMS automatically generate a new lead in Workbooks CRM and update Salesforce records.
W
C
S
When a person is created in Workbooks CRM, send an SMS in ClickSend SMS and add a task in Salesforce.
New Workbooks CRM persons trigger a welcome SMS in ClickSend SMS and schedule a follow-up task in Salesforce.

Supported triggers and actions for Workbooks CRM and ClickSend SMS

Mix and match to build the exact automation you need

Workbooks CRM
Workbooks CRM Triggers & Actions
Instant
Person is created in Workbooks CRM
Triggers the automation when a person is created
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Instant
New sales lead is created in Workbooks CRM
Triggers the automation when a new sales lead is created
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Instant
Credit note is posted in Workbooks CRM
Triggers the automation when a credit note is posted
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Instant
Invoice is complete and its status is posted in Workbooks CRM
Triggers the automation when an invoice is complete and its status is posted
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Instant
Task is created in Workbooks CRM
Triggers the automation when a task is created
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Instant
Product is created in Workbooks CRM
Triggers the automation when a product is created
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Instant
Meeting is created in Workbooks CRM
Triggers the automation when a meeting is created
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Instant
Marketing campaign is created in Workbooks CRM
Triggers the automation when a marketing campaign is created
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Instant
Organization is created in Workbooks CRM
Triggers the automation when an organization is created
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Instant
Case is created in Workbooks CRM
Triggers the automation when a case is created
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Search marketing campaign in Workbooks CRM
Searches for a marketing campaign
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Search person in Workbooks CRM
Searches for a person
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Update person in Workbooks CRM
Updates a person
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Search organization in Workbooks CRM
Searches for an organization
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Update organization in Workbooks CRM
Updates an organization
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Create marketing campaign member status in Workbooks CRM
Creates a marketing campaign member status
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Search marketing campaign status in Workbooks CRM
Searches for marketing campaign status
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Create sales lead in Workbooks CRM
Creates a new sales lead
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Create customer order and line items in Workbooks CRM
Creates a customer order and line items
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Search customer order in Workbooks CRM
Searches for a customer order
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Update customer order in Workbooks CRM
Updates a customer order
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Create marketing campaign member in Workbooks CRM
Creates a marketing campaign member
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Search marketing campaign member in Workbooks CRM
Searches for a marketing campaign member
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Update marketing campaign member in Workbooks CRM
Updates a marketing campaign member
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Search sales lead in Workbooks CRM
Searches for a sales lead
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Update sales lead in Workbooks CRM
Updates a sales lead
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Create person in Workbooks CRM
Creates a new person
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Create organization in Workbooks CRM
Creates a new organization
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Create customer order in Workbooks CRM
Creates a customer order
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Create case in Workbooks CRM
Creates a new case
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Create task in Workbooks CRM
Creates a new task
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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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What can you automate with ClickSend SMS + Workbooks CRM?

Streamline your customer communications, lead tracking, and CRM updates effortlessly.

What you can automate?
💬
Trigger SMS messages instantly from CRM lead creation
Send automated text messages through ClickSend SMS the exact moment a new sales lead is created in Workbooks CRM to engage prospects without delay.
📥
Capture incoming customer text messages as CRM leads
Convert inbound text messages into structured records by automatically generating a new sales lead in Workbooks CRM whenever an incoming SMS is received in ClickSend SMS.
🔔
Alert support teams on new case creation
Notify staff and clients instantly by dispatching an SMS via ClickSend SMS as soon as a case is created in Workbooks CRM.
🔀
Route workflows based on submitted field values
Direct your automated actions differently depending on specific details submitted within your Workbooks CRM records or ClickSend SMS messages.
🔄
Keep customer records synchronized across systems
Update person, organization, and task data automatically across your database whenever changes occur in either platform.
🔍
Search and update existing contacts without duplicates
Look up existing records before creating new ones to maintain a clean database and prevent redundant contact entries.
💳
Handle financial status updates and invoice postings
Trigger automated text notifications and CRM updates when an invoice is complete and its status is posted in Workbooks CRM.
🌐
Extend your workflow to external spreadsheets
Connect Google Sheets to log every automated interaction and maintain comprehensive backups of all your messaging and CRM data.
And much more...

Who is ClickSend SMS + Workbooks CRM integration for?

Teams connecting ClickSend SMS and Workbooks CRM eliminate manual data transfers, streamline messaging, and keep customer records permanently up to date.

Sales managers
Sales managers
Support teams
Support teams
Account managers
Account managers
Operations teams
Operations teams
Sales reps
Sales reps
CRM administrators
CRM administrators
📈
Sales managers
You rely on real-time pipeline reports to guide team strategy, but manual lead entry leaves your dashboard perpetually outdated — this integration means every new sales lead is created in Workbooks CRM instantly and your metrics stay current.
Support teams
You need to respond to customer inquiries immediately, but delayed ticket logging means clients wait too long for help — with this integration, when a case is created in Workbooks CRM an SMS alert is sent via ClickSend SMS right away.
🤝
Account managers
Your clients demand regular progress updates on their orders and support requests, but compiling manual notes takes hours — automating both apps means every interaction is logged accurately and transparently.
📊
Operations teams
High volumes of incoming customer texts overwhelm manual record-keeping systems, leading to missed opportunities — this integration means every incoming SMS is received in ClickSend SMS and captured immediately as a lead.
💼
Sales reps
You depend on timely handoffs from marketing campaigns to reach out while prospects are warm, but lagging updates cost you deals — automating these platforms ensures lead details flow instantly into your workflow.
🗂️
CRM administrators
Your organization requires pristine data histories across all customer touchpoints, but manual copying introduces constant errors — connecting these systems ensures every person and task record is captured without gaps.
Our team

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Why choose Integrately to automate Workbooks CRM + ClickSend SMS

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

1,500+ apps connected
1,500+ apps connected
Connect Workbooks CRM + ClickSend SMS 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect ClickSend SMS to Workbooks CRM?
Frequently Asked Questions
You can connect ClickSend SMS to Workbooks CRM in 1 click using ready templates or Integrately AI. It links your messaging and CRM data with tools like Salesforce, Hubspot, and Google Sheets.
Can I automatically send an SMS when a new sales lead is created in Workbooks CRM?
Frequently Asked Questions
Can I connect ClickSend SMS, Workbooks CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for ClickSend SMS and Workbooks CRM?
Frequently Asked Questions
How does ClickSend SMS handle incoming text messages in this integration?
Frequently Asked Questions
How does Workbooks CRM share data with ClickSend SMS?
Frequently Asked Questions
Do I need coding skills to automate ClickSend SMS and Workbooks CRM?
Frequently Asked Questions
Is the ClickSend SMS and Workbooks CRM integration free?
Frequently Asked Questions
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