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Integrate Zapier with ClickFunnels for SMS Notifications on New Signups

Published on Feb 28th, 2024

If you're running a marketing campaign or a product launch, receiving immediate updates on new signups can be crucial. With ClickFunnels for building your landing pages and Zapier automating the workflow, you can easily set up a system to get text messages whenever a new user signs up. Here's how to configure Zapier to send SMS notifications directly to your phone upon a new signup in ClickFunnels:


Step 1: Set Up Your ClickFunnels Account


First, ensure your ClickFunnels account is ready to capture signups. Your landing page should be properly configured with a sign-up form connected to your funnel.


Step 2: Create a Zapier Account


If you haven't already, sign up for an account at Zapier. You will use Zapier to create a bridge between ClickFunnels and your SMS service.


Step 3: Make a New Zap



  • Log in to your Zapier account.

  • Click on 'Make a Zap' button.

  • Choose ClickFunnels as your trigger app.

  • Select the 'New Contact Activity' or 'New Successful Purchase' (depending on your need) as the trigger event.

  • Connect your ClickFunnels account by signing in through Zapier.


Step 4: Set Up Your Trigger



  • Follow the instructions to pick the correct funnel and funnel step in ClickFunnels.

  • Test your trigger to make sure Zapier is accurately detecting new signups.


Step 5: Choose Your SMS Service as the Action



  • As an action, search for and select your preferred SMS service (such as Twilio, SMS by Zapier, or ClickSend SMS).

  • If you haven't already, you'll need to connect and configure your SMS service account within Zapier.


Step 6: Configure SMS Action



  • Set up the message details — who it's sent from, who it's sent to (your phone number), and the message content.

  • Personalize your message content with the information from the signup like Welcome {{First_Name}} to our community!.

  • Test this step to ensure the SMS sends correctly.


Step 7: Activate Your Zap


Once you're satisfied with the setup and tests, turn on your Zap. Congratulations, you’ve automated your notifications!


Remember, while automating texts for every signup can be incredibly useful, be mindful not to violate any spam regulations, and ensure you're respecting user privacy and obtaining the necessary permissions.


Integrating Zapier with ClickFunnels to send SMS alerts is an efficient way to stay up-to-date with your marketing efforts and maintain engagement with your audience from the moment they sign up.


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