With the Salesmsg Infusionsoft/Keap integration, you can add text messaging to your Campaigns, have two-way texts with your leads and contacts, and automatically store your conversations on the contact records as notes.

Let's dive into how to integrate your Infusionsoft/Keap account with Salesmsg...

Simply Navigate through your settings to the app marketplace and select the Keap Integration option.

when you Click on the Keap Integration select the Description section to learn more about how the Keap integration works and how it could help you with Messaging and improving your conversation efficiency.

When using your Keap Integration you can now sift through multiple settings in the Salesmsg App Marketplace to help make your Integration flow more seamlessly.

Connect your Contacts from Keap directly to their cooresponding Salesmsg account. You can map up to 3 contacts or Sync the Users automatically with User Mapping.

Streamline the syncing of all of your contacts from Keap to Salesmsg with automatic Contact Sync.

With the Keap integration, Salesmsg gives you the ability to send texts based on the Lead Owner.

Simply map your users so Salesmsg knows which Infusionsoft/Keap user is assigned to the right Salesmsg member.

When connecting Salesmsg with Keap, you can map both default fields and custom fields to keep your contact data aligned across platforms.

Default Fields

Custom Fields: You can map any of your Keap custom fields into Salesmsg to personalize communication and build automation. Examples include:

This aspect offers a detailed list of interactions between all of your Keap Integration and Salesmsg that can be seen in Keap.

In your Infusionsoft/Keap settings, you can set your Note Creation settings.

Salesmsg will create a new of your conversation so you can see in your Infusionsoft/Keap notes what messages were sent and received by your contacts.

For every incoming and outgoing message, Salesmsg will create a note on the Infusionsoft/Keap contact record.

Every day at 9PM EST a bundle containing all messages will be created on the contact record.

Infusionsoft/Keap is connected to another account, what is this?

The Salesmsg user can only connect to one Infusionsoft user at a time. You won't be able to connect the same Infusionsoft user to multiple Salesmsg users. 

Can I apply Infusionsoft/Keap Tags from Salesmsg?

Yes, you can, however, the contact will need to be an Infusionsoft/Keap - Salesmsg linked contact.

How can I tell if my integration is disconnected?

Should an error occur on Keap/Infusionsoft or Salesmsg that disconnects your integration, the next time you log in to Salesmsg you'll see a large status bar at the top of your Salesmsg conversation page indicating your integration has disconnected.

Do I need to make a Trigger to send a text from Infusionsoft?

You will need to make a Trigger and use the Keap Campaign action HTTP Post.

​How do I integrate my members?

By integrating with Infusionsoft/Keap from your Organization Owner account, your members will automatically integrate.

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