ClickSend

What the ClickSend integration does

Salesfinity's ClickSend integration connects through Composio and lets the Salesfinity AI Companion send SMS and other ClickSend message types from your own ClickSend account, and read delivery status and account balance. It is an assistant-level connection. It does not sync contacts, and it is not a bulk SMS campaign tool bolted onto the dialer.

Sending messages, with approval

• Send an SMS to a number you specify, with message text you review first.

• Send to a small set of recipients you confirm individually.

• Use other ClickSend channels the connected account supports.

Account and delivery checks

• Check delivery status for messages you sent.

• Read your ClickSend account balance before committing to a send.

Messages cost money on your ClickSend account, so every send waits for your explicit approval and shows you the recipient and text.

Common use cases

Sending the text a prospect asked for on the call

A connect ends with the prospect asking you to text them the meeting link. Ask the Companion to draft it, check the number, and send from ClickSend after you approve, before you move to the next call in the queue.

Confirming a booked meeting the day before

You booked a meeting off a cold call three days ago. Ask the Companion to send a short confirmation text the day before, so a meeting you worked for does not become a no-show over a forgotten calendar invite.

Checking whether a message actually landed

When a prospect says they never got your text, ask the Companion for the ClickSend delivery status for that message rather than guessing whether it was a bad number or a bad excuse.

How to connect ClickSend to Salesfinity

1. In Salesfinity, open Settings → Integrations.

2. Select ClickSend from the AI Companion integrations.

3. Enter your ClickSend username and API key on the Composio connection screen.

4. Confirm the connection is active in Salesfinity.

5. Send one test message to your own number through the AI Companion before using it with prospects.

Frequently asked questions

Does the ClickSend integration sync contacts into Salesfinity?

No. It sends messages to numbers you provide and does not create contacts or calling lists. Build lists with CSV import, a native CRM integration, or the List Builder.

Can I run a bulk SMS campaign through it?

That is not what this integration is designed for. It supports individual and small approved sends tied to conversations you are having. Bulk messaging carries compliance obligations you should handle in a purpose-built tool with proper consent management.

Who pays for the messages?

You do, through your own ClickSend account. The Companion can check your balance before a send, and every send is approved by you first.

Does this send texts automatically after calls?

No. There is no automatic post-call texting. Each message is drafted on request and sent only after you approve it.