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

Send SMS with Salesforce

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.

3. Add the custom ClickSend button in the page layout as well as the list view of the Contact Search page to make the buttons visible when viewing contacts.

a) Setup > Customize > Contact > Page Layout > Edit the layout they wish to edit > drag and drop the Send SMS button on the area for custom button

b) Setup > Customize > Contacts > Search Layout > List View > add the buttons > Save

4. You're now ready to send SMS!

For any assistance or feature requests, please contact us.

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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