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
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.
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.
Step 2: Very all the fields are configured as intended
The internal name given to your trigger message.
Select Infusionsoft/Keap to reveal the next steps.
This is the phone field where your contacts phone number resides.
This is the phone number you want the SMS to be sent from. (In this case, the property the SMS to be sent from)
You can apply Salesmsg tags to your contact when they are processed by the Trigger.
Type in your personalized SMS text message.
Step 3: After you have created your trigger, then copy your webhook URL.
Example Trigger URL
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.
Need Help? ✋🏻
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