---
title: How to Set Up the Opt-In API
description: Learn how to configure the Smarter Contact Opt-In API. Connect your external lead forms, map contact fields, and automate compliant SMS lead capture in minutes.
---
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July 31, 2026
# How to Set Up the Opt-In API
Connect your external lead sources to Smarter Contact in a few simple steps. Once active, any lead who submits your form will automatically receive a compliant opt-in SMS and be routed directly to your Opt-in queue.
### Before You Begin
To ensure a smooth setup process, please confirm you have the following in place:
- **An eligible plan:** This feature is available on Pro, Elite and and Committed Use Plans. It is not available on the Starter plan or during trial periods.
- **An approved number:** You must have at least one fully approved messaging phone number active in your account.
- **A lead source:** Have your integration tool (like Zapier or Make) or direct lead source (like Facebook Lead Ads, Google Forms, or a website HTML form) ready to configure.
- **Required form fields:** Your form must collect three required data points: First Name, Last Name, and Phone Number.
### Step-by-Step Configuration
1. **Locate the Integrations menu:** In your Smarter Contact dashboard, navigate to Workflows \> Integrations.
2. **Generate the connection:** Click + Add opt-in API, then click Activate.
3. **Copy your endpoint:** Click the Copy URL button to save your unique Opt-In API link to your clipboard.
4. **Connect your tool:** Paste this URL into your integration platform (Zapier, Make, Facebook Lead Ads, etc.). If you are building a custom website form, use this link as your form's action URL.
5. **Map your data fields:** Tell your integration tool how to read your form data. You must correctly map your form's fields to the Smarter Contact required fields: First Name, Last Name, and Phone Number.
6. **Save and publish:** Save your integration settings to set the connection live.
#### Example of a Zapier Webhook setup:
### What to Expect After Activation
Once your integration is published and running:
- Your unique Opt-In API URL remains active and ready to receive data.
- Every new contact submitted through your connected form is automatically organized into the Opt-in queue folder on your Contacts page.
- The system immediately sends the standardized opt-in text message to each new contact.
### Important Notes
- **Phone Number Requirement:** The "Activate" button will be disabled if you do not have an approved messaging phone number. Secure an approved number first, then return to this setup.
- **Single Connection:** You can only generate one Opt-In API integration per Smarter Contact account.
- **Security:** Treat your Opt-In API URL like a password. Keep it secure and never share it publicly, as anyone with the link can push data into your account.
### Troubleshooting Common Issues
- **Contacts aren't appearing in the Opt-in queue:** Double-check your field mapping. Ensure your form or integration tool is successfully capturing and sending all three required fields (First Name, Last Name, and Phone Number).
- **The integration is active, but leads have stopped coming through:** Verify that your lead form is still pointing to the correct API URL within your integration tool.
- **Activation fails:** Refresh the page and try the activation step again. If the issue persists, please reach out to our support team for assistance.
### Next Steps
- [**\[Managing Contacts in the Opt-in Queue\]**](https://support.smartercontact.com/managing-contacts-in-the-opt-in-queue?hsLang=en): Now that your API is active, learn how to assign your incoming leads to campaign groups.
- [**\[Managing Your Opt-In API Integration\]**:](https://support.smartercontact.com/managing-your-opt-in-api?hsLang=en) Learn how to temporarily deactivate your integration or regenerate your API URL for security.
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