ClickSend SMS for Zoho CRM Bulk SMS Right From Your CRM
Send bulk SMS via ClickSend directly from Zoho CRM Leads, Contacts, Accounts, and Deals — with templates, merge fields, and automatic activity logging.
Powerful Features
Retrieve record details and phone numbers, pick a template or compose a custom message, and send through your ClickSend account.
Bulk SMS
Send to many recipients from Leads, Contacts, or Deals — in both List View (with selections) and Detail View.
SMS Templates
Use predefined templates from clicksendsmsforzohocrm2__ClickSend_SMS_Templates, or compose a custom message.
Merge Fields
Personalize every message with template placeholders like #First_Name and #Last_Name.
Configurable Phone Fields
Choose which field holds the phone number per module (Leads, Contacts, Deals).
SMS Activity Logging
Every sent SMS is logged automatically into Zoho Custom Module 2 (twiliosms16__*).
Settings Modal
Store and update your ClickSend credentials (User ID, Username, Sender ID, API Key) and phone field mapping.
About This Version
Built with React, React Bootstrap and Material-UI icons, a PHP backend that calls the ClickSend REST API, and the ZohoEmbededAppSDK for embedding in Zoho CRM.
Works Across Modules
Fully compatible with Leads, Contacts, Accounts, and Deals modules for unified attachment management.
List & Detail View
Works seamlessly in List View and Individual record Detail View.
Responsive UI
Designed with a responsive UI to ensure smooth usability across devices and screen sizes.
ClickSend Integration
Uses your ClickSend User ID, Username, Sender ID, and API Key to send messages through your own ClickSend account.
How It Works
Start texting from Zoho CRM in just a few simple steps
Install Extension
Agree to the terms, click "Continue", then choose users/profiles and click "Confirm"
Open SMS with ClickSend
Find the button in the Mass Action menu in List View or on the record Detail page
Add ClickSend Details
Enter your User ID, Username, Sender ID (alpha tag or phone number) and API Key
Send SMS
Pick a template or write a message and send — individually or in bulk
Watch How It Works
See ClickSend SMS for Zoho CRM in action
For detailed documentation, please visit our documentation page.
Prerequisites
Zoho CRM Account
If you do not already have an account, please sign up for the USA Domain or the EU Domain.
ClickSend Account
If you don't have an account, create a ClickSend account.
ClickSend Credentials
ClickSend User ID, Username, Sender ID (alpha tag or phone number) and API Key.
Scopes
Frontend (Zoho)
Needs Zoho CRM scopes for:
- Read/update org variables
- Read Leads, Contacts, Deals
- Read custom module
clicksendsmsforzohocrm2__ClickSend_SMS_Templates - Insert into custom module
CustomModule2(SMS activity)
Backend (ClickSend)
ClickSend API (Basic Auth with username and API key).
Backend (optional)
Bitly API token for shortening URLs in queued messages.
Ready to Get Started?
Enhance your Zoho CRM with the ClickSend SMS extension