Zoho CRM 2 ClickSend Extension

Oscillosoft’s Zoho CRM 2 ClickSend extension makes it a lot easier for you to send messages to everyone on your Zoho CRM list. No need to go through the hassle of sending them one-by-one! All it takes is just a few taps, and you’re good to go.

Easily send SMS

The Zoho CRM 2 ClickSend is an extension that’s developed by Oscillosoft. This extension allows you to send SMS messages directly to the Leads, Potentials, and Contact on your Zoho CRM.

Aside from the seamless integration between your contacts in Zoho CRM to ClickSend, there’s so much more that you can do with this extension.

You can send templated or custom messages individually or in bulk. You have the liberty to choose which contacts on your list will receive the message. At the same time, if you want everyone to receive it, you just have to click on everyone on that list. The extension allows selecting and sending messages to 100 people at a time.

Reach wider audiences

So you’ve already saved a lot of time by automating the way you’re sending SMS messages with ClickSend! But aside from reaching a wider audience with your SMS marketing strategies, you can also get data from the Zoho CRM 2 ClickSend extension.

The messages you’ve sent and the replies to it will be stored within the Zoho CRM. You can easily go back through it and see which SMS got the most replies!

Schedule and trigger messages

Scheduling messages as prompts to your clients for the latest events, notifications about billing, special offers, order and delivery notifications, and many more. Now, you don’t have to go through the hassle of sending them messages on the dot.

You can also set up automation rules within ClickSend. This feature sends SMS messages based on predefined instructions. If you want to send messages on all of your clients’ birthdays, it’s possible to do so with this feature! You’ll save so much time, effort, and money in doing this and your customers will appreciate you so much for the personalized messages.

: Zoho2ClickSend-workflow

How does the Zoho CRM 2 ClickSend Extension work?

After installing the extension, set the ClickSend API Key, ClickSend API Secret, and ClickSend Caller ID. Two custom modules will be created along with the fields in the Leads, Contacts, and Potentials modules. These will be used to send messages.

Send custom SMS in bulk by clicking the “Send Bulk SMS” button and “Send SMS” checkbox. Custom SMS can also be sent using the templates that are in the SMS Templates module.

Event reminders will be sent based on the time and date you’ve set up. Access the entire SMS history with the Send SMS module.

Create your own automation rules based on your criteria to trigger the sending of SMS.


Benefits of Using The Zoho CRM 2 ClickSend extension:

  • Easily send and receive SMS on your Zoho CRM Leads, Contacts, and Potentials.
  • Send individual or bulk messages (up to 100 people).
  • Send messages instantly or schedule for a later date and time.
  • Field merging for personalized customer names.
  • Access to full SMS history of sent and received messages and event reminders and alerts.
  • Setup automated SMS messages.
  • “Opt-out” option for your customers which is included in every message.

Do more with the Zoho CRM 2 ClickSend extension! Save time and effort in doing the tasks you can automate like SMS messaging.

Easily send SMS messages to your clients! To know more about the extension and what it can do for your business, contact us today.


How do I signup with ClickSend SMS?

How much does this plugin cost?

Which modules in CRM can I send SMS?

Knowledge Base