Connect ClickSend SMS to Salesforce
Automate workflows between ClickSend SMS and Salesforce. No coding required.
The most-used recipe
ClickSend SMS
Communication
DeskFerry agent
Create contact when new message received
Runs on its own
Salesforce
CRM
Popular workflows
What you can automate between ClickSend SMS and Salesforce
These are the most popular automations teams set up between ClickSend SMS and Salesforce. Each one runs automatically once activated — no manual steps.
Create contact when new message received
Add a new contact to your CRM automatically when a new message arrives in a channel.
Send message when new contact created
Post a message to a channel automatically when a new contact is added to your crm.
Sync ClickSend SMS changes to Salesforce
Keep Salesforce updated when someone mentions you or your team.
Get ClickSend SMS alerts for Salesforce
Never miss important Salesforce updates with instant ClickSend SMS notifications.
How data flows
What syncs between ClickSend SMS and Salesforce
Important messages and conversations from ClickSend SMS are logged in Salesforce against the relevant contact or deal record. Your sales team gets full context without leaving the CRM.
Data from ClickSend SMS
- Messages
- Channel posts
- Mentions
- Thread replies
- File attachments
Data from Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Step-by-step guide
How to connect ClickSend SMS to Salesforce
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active ClickSend SMS account with permission to install apps
- An active Salesforce account with API access enabled
- A free DeskFerry account (sign up takes 30 seconds)
- Admin or API access in Salesforce to authorize the connection
- Step 01
Create your DeskFerry account
Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.
- Step 02
Authenticate ClickSend SMS
Click "Add Connection" and select ClickSend SMS from the app directory. You'll be redirected to ClickSend SMS's authorization page. Grant DeskFerry permission to read and post messages in your selected channels. You control which channels the integration can access.
- Step 03
Authenticate Salesforce
Same process for Salesforce. Click "Add Connection," select Salesforce, and authorize access. Grant DeskFerry read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
- Step 04
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new message received in clicksend sms or new contact created in salesforce. The trigger fires automatically whenever that event happens — no manual intervention.
- Step 05
Configure the action
Define what happens when the trigger fires. For example: create contact in salesforce. Map the data fields between ClickSend SMS and Salesforce so the right information lands in the right place.
- Step 06
Test and activate
Run a test to confirm data flows correctly between ClickSend SMS and Salesforce. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.
Benefits
Why connect ClickSend SMS and Salesforce?
Your sales pipeline moves fast. When Salesforce deal changes hit ClickSend SMS in real-time, reps stay informed, managers can coach, and no opportunity slips through the cracks.
Tips
Tips for your ClickSend SMS + Salesforce integration
Get more out of this integration with these best practices.
Use cases
Who uses the ClickSend SMS + Salesforce integration?
Teams across industries connect ClickSend SMS and Salesforce to streamline their workflows.
Team leads managing multiple channels who rely on Salesforce for crm
Sales teams who need real-time data from ClickSend SMS
Remote teams and sales teams collaborating across tools
FAQ
Frequently asked questions
How do I connect ClickSend SMS to Salesforce?
Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both ClickSend SMS and Salesforce via OAuth. Choose a workflow template — like syncing communication events to crm actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between ClickSend SMS and Salesforce?
Popular automations include: post Salesforce deal-won celebrations to ClickSend SMS, alert ClickSend SMS when Salesforce deals stall, notify ClickSend SMS channels on new Salesforce lead assignments, and share weekly Salesforce pipeline summaries in ClickSend SMS. Filters let you target specific deal stages or values.
Is the ClickSend SMS and Salesforce integration free?
DeskFerry's 7-day free trial is enough to prove the workflow out. If your ClickSend SMS-to-Salesforce workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
Is my ClickSend SMS data secure when connected to Salesforce?
Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your ClickSend SMS or Salesforce passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your communication data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.
Can I sync data both ways between ClickSend SMS and Salesforce?
Yes. You can set up workflows that trigger from either ClickSend SMS or Salesforce. For example, create a workflow where ClickSend SMS events update Salesforce, and a separate one where Salesforce changes sync back to ClickSend SMS. Each direction is configured independently so you have full control.
Do I need technical skills to connect ClickSend SMS and Salesforce?
No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use ClickSend SMS and Salesforce, you can set up the integration. Most users are running their first workflow within 10 minutes.
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Automate ClickSend SMS + Salesforce
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