Popular topics: How many characters can I send in an SMS? How to get started with ClickSend

Salesforce Lightning

Send SMS with Salesforce Lightning

To send SMS with Salesforce you can setup the ClickSend app from the SalesForce AppExchange.

1. Follow this link to Get the App

2. After installation, go to App Launcher > ClickSend > SMS Settings > New and input your ClickSend credentials.

# More steps coming soon #

Add Send SMS button to Salesforce Lightning

In order to add the send SMS button in salesforce lightning you will first have to add it to the Contacts List View.

This can be done by going to:

Setup > Object Manager > Search Layouts > and edit the List View item by selecting edit from the dropdown on the right.

Next you will need to move all the Available Buttons to the Selected Buttons box and save ( see Image ).


If you do not see buttons here check:

Setup > Object Manager > Buttons, Links, and Actions

and look for them in the list, if they are not listed here it is likely you have an older version of the ClickSend app and you may have to uninstall and reinstall to get them to appear.

Zapier Integration

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both Salesforce and ClickSend. So what we want to achieve here is to add a new contact in ClickSend when a contact is added in Salesforce, allowing the user to use ClickSend to communicate with those contacts.

So, let's get started.

Instructions

Step 1:

Login to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select Salesforce as our trigger app. Next, check New Contact as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your Salesforce account.

Select Choose Account.

Click Connect an Account button.

Connect with your Salesforce account.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose ClickSend. 

Next select Create Contact as our action. 

Then click Save + Continue button.

Step 6:

Next, let's add your ClickSend account. Click Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Click the Test button to check if it was successful.

Then click Save + Continue button.

Step 7:

Let's set up our new contact.

In the Contact List input box, select the contact list that you want the new contacts to be added to (Salesforce contacts etc...)

Set First Name , Last Name, Phone Number, Email, Etc... to their corresponding fields from Salesforce.

Then click Continue button.

Step 8:

Let's finish up everything.

Click Create & Continue button.

Then the Finish button.

Lastly, name your Zap, and turn it ON

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