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Integration Guide: Freshsales

Use ClickSend as your SMS provider within Freshsales. This guide walks you through sending and receiving SMS directly from your CRM.

Updated over 3 weeks ago

Send SMS from Freshsales

  1. In Freshsales, go to Admin Settings > Marketplace Apps.

  2. Scroll down to the SMS section and click Configure.

  3. On the SMS integration page, choose ClickSend as your provider.

  4. Enter your ClickSend credentials:

    • Username – your ClickSend account username

    • API Key – found in your ClickSend dashboard

  5. Authenticate, choose your sending number, and click Save.

SMS sending via ClickSend is now active in Freshsales.

For sending instructions, refer to Freshsales’ help article on SMS (link to be updated if available).


Receive Replies in Freshsales

  1. Toggle the Receive SMS option in the ClickSend configuration within Freshsales.

  2. A webhook URL will be displayed – copy it.

  3. Log in to your ClickSend dashboard, go to SMS > Inbound SMS, and create a New Rule:

    • Action: URL

    • URL: Paste the webhook you copied from Freshsales

  4. Save the rule.

Inbound SMS messages sent to your ClickSend number will now appear in Freshsales.

Note: Freshsales requires mobile numbers to be entered with the international prefix (e.g., +1 for the US) for successful delivery and recognition.

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