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What is the Opt-In API?

If you capture leads from website forms, Google Forms, Facebook Lead Ads, or other external platforms, the Smarter Contact Opt-In API connects those tools directly to your messaging workflow.

When a new lead submits their information, the integration instantly pulls their details into your account and sends a compliant opt-in text message. This eliminates manual data entry, prevents missed opportunities, and keeps your outreach fully compliant from the very first interaction.

Why Use the Opt-In API?

  • Skip the manual imports: Stop downloading and uploading CSV files to move contacts from your external lead sources into Smarter Contact.

  • Engage leads instantly: Reach out to high-intent prospects right away. The system sends an automated opt-in message the second a form is submitted, while your business is still top of mind.

  • Built-in compliance: Stay aligned with industry regulations automatically. The system creates a documented consent record for every new inbound contact without any extra effort on your end.

Key Features

  • Universal connectivity: Connect with hundreds of lead sources using integration tools like Zapier and Make, or by routing your HTML form's action URL directly to the API.

  • Free opt-in messaging: The automated compliance texts sent to new contacts are completely free and do not deduct from your account's SMS balance.

  • Automated organization: All incoming contacts are neatly organized into a dedicated Opt-in queue folder, so your team knows exactly who is ready for outreach.

How It Works

  1. Lead Capture: A prospect submits their contact info via your website form, Facebook Lead Ad, or other connected source.

  2. Data Transfer: Your integration tool (e.g., Zapier) or HTML form instantly sends those details to Smarter Contact.

  3. Automated Sending: The system automatically sends a compliant opt-in text from one of your active, approved phone numbers.

  4. Queueing: The new contact is placed in the Opt-in queue folder on your Contacts page.

  5. Assignment: Your team assigns the queued leads to a specific group, making them ready for active campaigns.

The Standardized Opt-In Message

To ensure your messaging strictly meets carrier regulations, the system sends this exact standardized message:

Welcome to [Your Company Name]. Message and call frequency may vary. Data rates may apply. Reply STOP to unsubscribe or HELP for help.

Note: The [Your Company Name] field automatically fills in the Legal Company Name filed in your account settings.

Important Details to Know

Before you set up the Opt-In API, please keep these operational details in mind:

  • Plan Availability: This feature is available on all professional and enterprise tiers. It is not available on the Starter plan.

  • Phone Number Required: You must have at least one approved messaging phone number active in your account to initiate the workflow.

  • Business Hours: To respect quiet hours and maintain compliance, the automated messages are only sent during your configured business hours.

  • Reporting: Because these automated compliance texts are free, they are excluded from your reporting statistics so your campaign performance metrics stay perfectly accurate.

Related Resources

The Smarter Contact Team