ClickFunnels
ClickFunnels 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 ClickSend and ClickFunnels. So what we want to achieve here is for the business to be notified by SMS when a successful purchase order has been placed.
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 ClickFunnels as our trigger app. Next, check New Successful Purchase as our trigger action. Then click Save + Continue button.
Step 3:
Let's link your ClickFunnels account.
Select Choose Account.
Click Connect an Account button.
Enter your Email and Password.
Then click the Log in button.
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 Send SMS 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 SMS message.
In the To input box enter the number of the person to be notified.
In the Message input box create a custom message to send the user that can include the order details such as
The product that was purchased and the shipping destination.
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