Updated 4 years ago

AdRoll Integration


You need a Zapier account first. If you don't have an account, click here to create a Zapier account.


In this article, we will try integrating both ClickSend and AdRoll. So what we want to achieve here is for incoming SMS's received in ClickSend to get automatically added to your AdRoll account to enable automated marketing.

So, let's get started.


Step 1:

Login to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select ClickSend as our trigger app. Next, check New Incoming SMS as our trigger action. Then click Save + Continue button.

Step 3:

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 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 AdRoll

Next select Add User to CRM Retargeting Segment as our action. 

Then click Save + Continue button.

Step 6:

Let's link your AdRoll account.

Select Choose Account.

Click Connect an Account button.

Enter your Username and Password.

Then click the Yes, Continue button.

Then click Save + Continue button.

Step 7:

Let's set up our CRM template.

Set all the fields you want to record to add them to your AdRoll account from the incoming SMS.

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

How Did We Do?

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