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With Salesmsg, you can integrate and automate your outbound text messages to your contacts using Infusionsoft/Keap Campaigns.

An amazing feature of Salesmsg is the ability to send your text messages as coming from the Infusionsoft Lead Owner. Using Infusionsoft, you can set the Lead Owner and with Salesmsg, send the text message as coming from that person.


Mapping your Keap/Infusionsoft Users to Salesmsg

Step 1: Integrate with Keap/Infusionsoft

Integrating with Keap/Infusionsoft

Step 2: Map your users

Map your Infusionsoft users to the Salesmsg Members. This will let Salesmsg know which Salesmsg number and account to connect to the Infusionsoft user. Keap/Infusionsoft members are on the left, and Salesmsg members are in the dropdown.

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Make the webhook for Keap/Infusionsoft

Step 1: Create Your Trigger

Triggers are your text messages that you want to send to your contacts from your Infusionsoft/Keap Campaign. You will first need to create your trigger in Salesmsg to then insert your webhook URL in your Campaign.

Create Your Trigger

Step 2: Very all the fields are configured as intended

Name

The internal name given to your trigger message.

Integration

Select Infusionsoft/Keap to reveal the next steps.

Phone field

This is the phone field where your contacts phone number resides.

Send from

This is the phone number you want the SMS to be sent from. (In this case, the property the SMS to be sent from)

Tags

You can apply Salesmsg tags to your contact when they are processed by the Trigger.

Message

Type in your personalized SMS text message.

Step 3: After you have created your trigger, then copy your webhook URL.

Example Trigger URL

https://app.salesmessage.com/webhook/activecampaign/9417ebaf1d9a70bbb49d5


How To Add Your Trigger to Your Campaign

Now that you've created your Salesmsg Trigger and copied your Trigger webhook URL, let's hop over to your Infusionsoft/Keap account to add this to your Automation campaign.

Step 1: Navigate to the Campaign Builder

Step 2: Integrating with the Campaign Builder

When sending as the Infusionsoft Lead Owner, be sure to Assign an Owner to the contact. If there is no owner, it will send from the Salesmsg Organization Owner account.

From your Automation campaign, drag over the Send HTTP Post widget to where you want to add your ActiveCampaign contacts to Salesmsg.

When assigning your owner, you can set an Owner or use Infusionsoft's Round Robins feature.

From the HTTP Post, paste in the Salesmsg webhook URL. Do not change the contact id field. Turn it ON, publish, and run the campaign!


Frequently asked questions

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.

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

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

I forgot the name of my Trigger how can I identify it?

You can search Triggers with the URL in the Triggers page search bar in Salesmsg.

What timezone are my messages sent and received in?
Your timezone is dictated by the timezone you selected in your Personal settings. If you've never configured this, the default is the timezone that your web browser is set to.


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