It is not necessary to send messages to clients manually. Set up automatic SMS sending via ClickSend and don`t to waste your time and effort. With the SaveMyLeads service, this can be done in five minutes and without programmers.

Contents:
1. How to setup ClickSend and SaveMyLeads integration
2. Start setting up SaveMyLeads
3. Connect Facebook Lead Ads
4. Connect ClickSend
5. Test data transfer
6. Finish the setup

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So, you want every new customer who leaves a contact on the Facebook lead form to receive an SMS: a message about the manager's quick response, order confirmation, or any other short text. Let's see how SaveMyLeads can help you with this task.

Automation of routine actions. Our service captures the appearance of new leads in the Facebook form, copies their contacts to ClickSend, and initiates the sending of an SMS. Everything happens automatically. Thus, you do not have to do this routine monotonous work manually.

Instant replies to leads. Clients will receive your message without delay. This is because ClickSend monitors Facebook every second and sends SMS immediately after the contact appears in the lead form. In addition, SaveMyLeads works without breaks and weekends.

Personalization. If the lead form asks for a customer name, SaveMyLeads can copy and paste it into the body of the message. As a result, each SMS will have a personalized appeal to the recipient.

ClickSend and SaveMyLeads integration | Example of an automatically sent message


How to setup ClickSend and SaveMyLeads integration

You don't need to have technical knowledge to work with SaveMyLeads. It is enough to register on the site of our service, select the connection to ClickSend and follow the prompts of the interface. They will help you link your Facebook and ClickSend accounts, as well as set up messaging.

Our guide will help you figure it all out. Before you start using SaveMyLeads, make sure you've set up a Facebook lead form and have at least one contact on it. If the form is still empty, send any contact yourself - this will come in handy for the test.

Start setting up SaveMyLeads

Register on the SaveMyLeads website and click Create connection.

ClickSend and SaveMyLeads integration | Create a connection


A list of connections that can be created in SaveMyLeads will appear on the screen. Each of them is designed to integrate Facebook with a specific service. Select the connection to ClickSend Send SMS.

ClickSend and SaveMyLeads integration | Choosing ClickSend


Connect Facebook Lead Ads

Let's connect a Facebook account so that SaveMyLeads can track new leads and upload contacts from them.

Click "Connect account "Facebook" and enter the login and password for the account that we use to manage advertising. We grant all requested permissions. This is required for SaveMyLeads to access the leads.

ClickSend and SaveMyLeads integration | Connect Facebook


Now we specify where SaveMyLeads can upload contacts from. To do this, select the newly connected account. Then the business page for which advertising is configured. Finally, we select the form that we use to collect leads.

ClickSend and SaveMyLeads integration | Setting up lead uploads


Within one connection, you can select only one lead form. If you want to set up sending SMS to leads from several forms, create a separate connection for each of them.

Connect ClickSend

Let's connect ClickSend account so that SaveMyLeads can copy contacts from Facebook to it and initiate auto-sending of messages.

Click "Connect account "ClickSend".

ClickSend and SaveMyLeads integration | Connect ClickSend


We enter any suitable account name, as well as the login and password from our ClickSend account.

ClickSend and SaveMyLeads integration | Entering data to connect


Now we set up sending SMS. First, select the newly connected ClickSend account through which messages will be sent. Next, enter the name of the sender that customers will see. Then click on the Recipient item and choose from which lead form field SaveMyLeads will copy the number for each message.

Enter the text of the message below. If you want SaveMyLeads to substitute the name of the current client in the SMS, click in a suitable place in the text and select the lead form field with the name from the drop-down list.

ClickSend and SaveMyLeads integration | Setting up message sending. Part 1
ClickSend and SaveMyLeads integration | Setting up message sending. Part 2


Test data transfer

At this point, SaveMyLeads should upload the contact of the last lead from the form and display the text of the message.

ClickSend and SaveMyLeads integration | Message example


Click "Send test data to ClickSend" to test the send.

ClickSend and SaveMyLeads integration | Testing sending a message


We go to the ClickSend website and check the message history. If our SMS is not displayed here, we check the correctness of the previous configuration steps. If the message appears, then we proceed to the final stage.

ClickSend and SaveMyLeads integration | Checking the sent message in ClickSend


Finish the setup

Click "Finish setup" to complete the setup and start auto-sending messages.

ClickSend and SaveMyLeads integration | Finishing the setup


Edit the name of the connection if necessary. To do this, just click on the gear and enter the desired text in the appropriate field.

ClickSend and SaveMyLeads integration | Editing the name of the connection


That's all. The connection is ready. Now SaveMyLeads will automatically send SMS to new leads from Facebook in accordance with the specified settings. Good luck with your work!